StrongBox Wealth’s Weyerhaeuser WY Stock Holding History

StrongBox Wealth’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 Q3	–	Sell	-9,035	Closed	-$311K	–	104
2021 Q2	$311K	Buy	9,035 +2,620	+41%	+$97.2K	0.18%	83
2021 Q1	$228K	Buy	+6,415	New	+$218K	0.14%	90

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

StrongBox Wealth's WY Position: Q3 2021 in Review

StrongBox Wealth sold out of Weyerhaeuser (WY) in Q3 2021, closing a stake of 9,035 shares — an estimated $311K sold.

StrongBox Wealth first reported a position in WY in Q1 2021 and held it in 2 quarters. The position peaked at $311K in Q2 2021. 899 funds tracked by Wall St. Rank hold WY as of Q3 2021.

StrongBox Wealth reported no remaining Weyerhaeuser position as of Q3 2021 after selling out during the quarter.
StrongBox Wealth sold 9,035 Weyerhaeuser shares in Q3 2021, an estimated $311K.
StrongBox Wealth first reported a position in Weyerhaeuser in Q1 2021 and held it in 2 quarters.
StrongBox Wealth's Weyerhaeuser position peaked at $311K in Q2 2021.
899 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2021.

Based on StrongBox Wealth's 13F filing for Q3 2021, filed 12 Nov 2021.