Strategic Financial Concepts’s Weyerhaeuser WY Stock Holding History

Strategic Financial Concepts’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
2024 Q3	–	Sell	-30,402	Closed	-$957	–	746
2024 Q2	$957	Buy	+30,402	New	+$940K	﹤0.01%	612

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Strategic Financial Concepts's WY Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Weyerhaeuser (WY) in Q3 2024, closing a stake of 30,402 shares — an estimated $957 sold.

Strategic Financial Concepts first reported a position in WY in Q2 2024 and held it in 1 quarter. The position peaked at $957 in Q2 2024. 946 funds tracked by Wall St. Rank hold WY as of Q3 2024.

Strategic Financial Concepts reported no remaining Weyerhaeuser position as of Q3 2024 after selling out during the quarter.
Strategic Financial Concepts sold 30,402 Weyerhaeuser shares in Q3 2024, an estimated $957.
Strategic Financial Concepts first reported a position in Weyerhaeuser in Q2 2024 and held it in 1 quarter.
Strategic Financial Concepts's Weyerhaeuser position peaked at $957 in Q2 2024.
946 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.