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Sutton Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$14.7K Buy
478
+64
+15% +$2.11K 0.01% 404
2023
Q2 		$13.9K Buy
414
+19
+5% +$572 0.01% 403
2023
Q1 		$11.9K Sell
395
-3,218
-89% -$101K 0.01% 392
2022
Q4 		$112K Buy
3,613
+63
+2% +$1.95K 0.04% 235
2022
Q3 		$101K Sell
3,550
-24
-0.7% -$817 0.04% 247
2022
Q2 		$118K Sell
3,574
-12
-0.3% -$458 0.05% 220
2022
Q1 		$136K Hold
3,586
– – 0.05% 212
2021
Q4 		$148K Buy
3,586
+30
+0.8% +$1.14K 0.05% 213
2021
Q3 		$126K Buy
3,556
+6
+0.2% +$210 0.05% 226
2021
Q2 		$122K Hold
3,550
– – 0.04% 225
2021
Q1 		$126K Buy
3,550
+27
+0.8% +$919 0.05% 216
2020
Q4 		$118K Buy
3,523
+14
+0.4% +$421 0.05% 207
2020
Q3 		$100K Hold
3,509
– – 0.05% 214
2020
Q2 		$78.8K Sell
3,509
-452
-11% -$9.15K 0.04% 228
2020
Q1 		$67.1K Buy
3,961
+6
+0.2% +$158 0.04% 226
2019
Q4 		$119K Hold
3,955
– – 0.06% 198
2019
Q3 		$110K Hold
3,955
– – 0.06% 198
2019
Q2 		$104K Buy
3,955
+42
+1% +$1.07K 0.06% 204
2019
Q1 		$103K Sell
3,913
-751
-16% -$18.9K 0.06% 207
2018
Q4 		$102K Buy
4,664
+328
+8% +$8.74K 0.07% 192
2018
Q3 		$140K Hold
4,336
– – 0.09% 165
2018
Q2 		$158K Hold
4,336
– – 0.11% 147
2018
Q1 		$152K Hold
4,336
– – 0.11% 152
2017
Q4 		$153K Hold
4,336
– – 0.11% 153
2017
Q3 		$148K Hold
4,336
– – 0.11% 156
2017
Q2 		$145K Hold
4,336
– – 0.12% 153
2017
Q1 		$147K Sell
4,336
-3
-0.1% -$98 0.12% 145
2016
Q4 		$131K Hold
4,339
– – 0.12% 151
2016
Q3 		$139K Hold
4,339
– – 0.13% 136
2016
Q2 		$129K Hold
4,339
– – 0.12% 144
2016
Q1 		$134K Buy
+4,339
New +$116K 0.13% 145

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's WY Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Weyerhaeuser (WY) stake by 15% in Q3 2023, buying an estimated $2.11K and bringing the position to 478 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #404.

Sutton Wealth Advisors first reported a position in WY in Q1 2016 and has held it in 31 quarters since. The position peaked at $158K in Q2 2018. 963 funds tracked by Wall St. Rank hold WY as of Q3 2023.

  • Sutton Wealth Advisors held 478 shares of Weyerhaeuser worth $14.7K as of Q3 2023.
  • Sutton Wealth Advisors bought 64 Weyerhaeuser shares in Q3 2023, an estimated $2.11K.
  • Weyerhaeuser made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #404 holding.
  • Sutton Wealth Advisors first reported a position in Weyerhaeuser in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Weyerhaeuser position peaked at $158K in Q2 2018.
  • 963 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.