Summit Financial Group’s Weyerhaeuser WY Stock Holding History

Summit Financial Group’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
2022 Q2	–	Sell	-5,588	Closed	-$212K	–	207
2022 Q1	$212K	Hold	5,588	–	–	0.07%	202
2021 Q4	$230K	Buy	+5,588	New	+$212K	0.07%	201
2018 Q4	–	Sell	-8,778	Closed	-$283K	–	119
2018 Q3	$283K	Hold	8,778	–	–	0.21%	100
2018 Q2	$320K	Sell	8,778 -200	-2%	-$7.31K	0.25%	92
2018 Q1	$314K	Sell	8,978 -300	-3%	-$10.6K	0.25%	95
2017 Q4	$327K	Hold	9,278	–	–	0.27%	89
2017 Q3	$316K	Sell	9,278 -507	-5%	-$16.6K	0.26%	88
2017 Q2	$328K	Buy	+9,785	New	+$329K	0.28%	83

Other funds holding WY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Financial Group's WY Position: Q2 2022 in Review

Summit Financial Group sold out of Weyerhaeuser (WY) in Q2 2022, closing a stake of 5,588 shares — an estimated $212K sold.

Summit Financial Group first reported a position in WY in Q2 2017 and held it in 8 quarters. The position peaked at $328K in Q2 2017. 1,020 funds tracked by Wall St. Rank hold WY as of Q2 2022.

Summit Financial Group reported no remaining Weyerhaeuser position as of Q2 2022 after selling out during the quarter.
Summit Financial Group sold 5,588 Weyerhaeuser shares in Q2 2022, an estimated $212K.
Summit Financial Group first reported a position in Weyerhaeuser in Q2 2017 and held it in 8 quarters.
Summit Financial Group's Weyerhaeuser position peaked at $328K in Q2 2017.
1,020 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2022.

Based on Summit Financial Group's 13F filing for Q2 2022, filed 7 Jul 2022.