Symphony Financial’s Weyerhaeuser WY Stock Holding History

Symphony Financial’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 Q4	–	Sell	-18,676	Closed	-$629K	–	250
2024 Q3	$629K	Buy	18,676 +3,357	+22%	+$103K	0.1%	127
2024 Q2	$423K	Buy	+15,319	New	+$474K	0.08%	143
2024 Q1	–	Sell	-12,035	Closed	-$406K	–	211
2023 Q4	$406K	Buy	+12,035	New	+$375K	0.09%	139
2022 Q3	–	Sell	-7,490	Closed	-$247K	–	203
2022 Q2	$247K	Buy	7,490 +139	+2%	+$5.3K	0.07%	165
2022 Q1	$279K	Sell	7,351 -6,390	-47%	-$253K	0.07%	166
2021 Q4	$557K	Buy	+13,741	New	+$522K	0.15%	109

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Symphony Financial's WY Position: Q4 2024 in Review

Symphony Financial sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 18,676 shares — an estimated $629K sold.

Symphony Financial first reported a position in WY in Q4 2021 and held it in 6 quarters. The position peaked at $629K in Q3 2024. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

Symphony Financial reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
Symphony Financial sold 18,676 Weyerhaeuser shares in Q4 2024, an estimated $629K.
Symphony Financial first reported a position in Weyerhaeuser in Q4 2021 and held it in 6 quarters.
Symphony Financial's Weyerhaeuser position peaked at $629K in Q3 2024.
940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on Symphony Financial's 13F filing for Q4 2024, filed 24 Jan 2025.