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Sunflower Bank Wealth Management’s Weyerhaeuser WY Stock Holding History

Sunflower Bank Wealth Management’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
2020
Q2 		– Sell
-21,802
Closed -$370K – 129
2020
Q1 		$370K Sell
21,802
-7,170
-25% -$189K 0.14% 87
2019
Q4 		$875K Sell
28,972
-80
-0.3% -$2.32K 0.27% 56
2019
Q3 		$805K Hold
29,052
– – 0.26% 62
2019
Q2 		$765K Buy
29,052
+165
+0.6% +$4.19K 0.25% 66
2019
Q1 		$761K Sell
28,887
-3,600
-11% -$90.7K 0.23% 67
2018
Q4 		$710K Buy
32,487
+385
+1% +$10.3K 0.23% 66
2018
Q3 		$1.04M Hold
32,102
– – 0.29% 51
2018
Q2 		$1.17M Buy
32,102
+543
+2% +$19.9K 0.34% 43
2018
Q1 		$1.1M Sell
31,559
-1,640
-5% -$57.9K 0.3% 50
2017
Q4 		$1.17M Sell
33,199
-2,583
-7% -$91.4K 0.32% 50
2017
Q3 		$1.22M Buy
35,782
+497
+1% +$16.3K 0.44% 30
2017
Q2 		$1.18M Buy
35,285
+3,465
+11% +$117K 0.4% 41
2017
Q1 		$1.08M Buy
31,820
+1,705
+6% +$55.5K 0.37% 43
2016
Q4 		$906K Buy
30,115
+414
+1% +$12.8K 0.32% 46
2016
Q3 		$949K Buy
29,701
+2,164
+8% +$68.4K 0.35% 47
2016
Q2 		$820K Sell
27,537
-125
-0.5% -$3.84K 0.29% 50
2016
Q1 		$856K Buy
+27,662
New +$739K 0.31% 49

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sunflower Bank Wealth Management's WY Position: Q2 2020 in Review

Sunflower Bank Wealth Management sold out of Weyerhaeuser (WY) in Q2 2020, closing a stake of 21,802 shares — an estimated $370K sold.

Sunflower Bank Wealth Management first reported a position in WY in Q1 2016 and held it in 17 quarters. The position peaked at $1.22M in Q3 2017. 790 funds tracked by Wall St. Rank hold WY as of Q2 2020.

  • Sunflower Bank Wealth Management reported no remaining Weyerhaeuser position as of Q2 2020 after selling out during the quarter.
  • Sunflower Bank Wealth Management sold 21,802 Weyerhaeuser shares in Q2 2020, an estimated $370K.
  • Sunflower Bank Wealth Management first reported a position in Weyerhaeuser in Q1 2016 and held it in 17 quarters.
  • Sunflower Bank Wealth Management's Weyerhaeuser position peaked at $1.22M in Q3 2017.
  • 790 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.