Successful Portfolios’s Weyerhaeuser WY Stock Holding History

Successful Portfolios’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 Q2	–	Sell	-5,907	Closed	-$210K	–	207
2021 Q1	$210K	Buy	+5,907	New	+$201K	0.14%	181

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Successful Portfolios's WY Position: Q2 2021 in Review

Successful Portfolios sold out of Weyerhaeuser (WY) in Q2 2021, closing a stake of 5,907 shares — an estimated $210K sold.

Successful Portfolios first reported a position in WY in Q1 2021 and held it in 1 quarter. The position peaked at $210K in Q1 2021. 920 funds tracked by Wall St. Rank hold WY as of Q2 2021.

Successful Portfolios reported no remaining Weyerhaeuser position as of Q2 2021 after selling out during the quarter.
Successful Portfolios sold 5,907 Weyerhaeuser shares in Q2 2021, an estimated $210K.
Successful Portfolios first reported a position in Weyerhaeuser in Q1 2021 and held it in 1 quarter.
Successful Portfolios's Weyerhaeuser position peaked at $210K in Q1 2021.
920 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2021.

Based on Successful Portfolios's 13F filing for Q2 2021, filed 23 Jul 2021.