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SVB Wealth’s Weyerhaeuser WY Stock Holding History

SVB 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
2024
Q3 		– Sell
-8,398
Closed -$238K – 632
2024
Q2 		$238K Sell
8,398
-3,110
-27% -$96.2K 0.01% 627
2024
Q1 		$413K Buy
11,508
+159
+1% +$5.38K 0.01% 530
2023
Q4 		$395K Buy
11,349
+351
+3% +$10.9K 0.01% 548
2023
Q3 		$337K Buy
10,998
+551
+5% +$18.1K 0.01% 580
2023
Q2 		$350K Sell
10,447
-1,336
-11% -$40.2K 0.01% 605
2023
Q1 		$355K Sell
11,783
-8,136
-41% -$256K 0.01% 662
2022
Q4 		$617K Buy
19,919
+8,008
+67% +$248K 0.01% 511
2022
Q3 		$340K Buy
11,911
+1,176
+11% +$40K 0.01% 650
2022
Q2 		$356K Buy
10,735
+626
+6% +$23.9K 0.01% 517
2022
Q1 		$383K Buy
10,109
+1,173
+13% +$46.5K 0.01% 513
2021
Q4 		$368K Sell
8,936
-4,860
-35% -$185K 0.01% 519
2021
Q3 		$491K Buy
13,796
+3,660
+36% +$128K 0.01% 603
2021
Q2 		$349K Buy
+10,136
New +$376K ﹤0.01% 690
2018
Q4 		– Sell
-6,202
Closed -$200K – 436
2018
Q3 		$200K Hold
6,202
– – 0.01% 419
2018
Q2 		$226K Buy
+6,202
New +$227K 0.01% 405
2018
Q1 		– Sell
-6,086
Closed -$215K – 473
2017
Q4 		$215K Buy
6,086
+25
+0.4% +$885 0.01% 448
2017
Q3 		$206K Buy
+6,061
New +$199K 0.01% 437
2017
Q2 		– Sell
-5,937
Closed -$202K – 498
2017
Q1 		$202K Sell
5,937
-3,628
-38% -$118K 0.01% 459
2016
Q4 		$288K Sell
9,565
-525
-5% -$16.2K 0.01% 417
2016
Q3 		$322K Sell
10,090
-2,402
-19% -$75.9K 0.01% 422
2016
Q2 		$372K Sell
12,492
-1,265
-9% -$38.9K 0.02% 393
2016
Q1 		$426K Buy
+13,757
New +$367K 0.02% 379

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

SVB Wealth's WY Position: Q3 2024 in Review

SVB Wealth sold out of Weyerhaeuser (WY) in Q3 2024, closing a stake of 8,398 shares — an estimated $238K sold.

SVB Wealth first reported a position in WY in Q1 2016 and held it in 22 quarters. The position peaked at $617K in Q4 2022. 948 funds tracked by Wall St. Rank hold WY as of Q3 2024.

  • SVB Wealth reported no remaining Weyerhaeuser position as of Q3 2024 after selling out during the quarter.
  • SVB Wealth sold 8,398 Weyerhaeuser shares in Q3 2024, an estimated $238K.
  • SVB Wealth first reported a position in Weyerhaeuser in Q1 2016 and held it in 22 quarters.
  • SVB Wealth's Weyerhaeuser position peaked at $617K in Q4 2022.
  • 948 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2024.

Based on SVB Wealth's 13F filing for Q3 2024, filed 18 Oct 2024.