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Sterling Financial Planning’s Weyerhaeuser WY Stock Holding History

Sterling Financial Planning’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-659
Closed -$23K – 406
2021
Q3 		$23K Sell
659
-1,031
-61% -$36.1K 0.01% 255
2021
Q2 		$58K Hold
1,690
– – 0.04% 161
2021
Q1 		$60K Sell
1,690
-1,369
-45% -$46.6K 0.04% 139
2020
Q4 		$103K Buy
+3,059
New +$92K 0.08% 104

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sterling Financial Planning's WY Position: Q4 2021 in Review

Sterling Financial Planning sold out of Weyerhaeuser (WY) in Q4 2021, closing a stake of 659 shares — an estimated $23K sold.

Sterling Financial Planning first reported a position in WY in Q4 2020 and held it in 4 quarters. The position peaked at $103K in Q4 2020. 1,004 funds tracked by Wall St. Rank hold WY as of Q4 2021.

  • Sterling Financial Planning reported no remaining Weyerhaeuser position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 659 Weyerhaeuser shares in Q4 2021, an estimated $23K.
  • Sterling Financial Planning first reported a position in Weyerhaeuser in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Weyerhaeuser position peaked at $103K in Q4 2020.
  • 1,004 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.