Syverson Strege & Co’s Weyerhaeuser WY Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-100	Closed	-$3.01K	–	639
2023 Q1	$3.01K	Hold	100	–	–	﹤0.01%	417
2022 Q4	$3.1K	Hold	100	–	–	﹤0.01%	247
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	242
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	287
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	252
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	249
2021 Q3	$4K	Buy	+100	New	+$3.5K	﹤0.01%	358

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Syverson Strege & Co's WY Position: Q2 2023 in Review

Syverson Strege & Co sold out of Weyerhaeuser (WY) in Q2 2023, closing a stake of 100 shares — an estimated $3.01K sold.

Syverson Strege & Co first reported a position in WY in Q3 2021 and held it in 7 quarters. The position peaked at $4K in Q1 2022. 960 funds tracked by Wall St. Rank hold WY as of Q2 2023.

Syverson Strege & Co reported no remaining Weyerhaeuser position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 100 Weyerhaeuser shares in Q2 2023, an estimated $3.01K.
Syverson Strege & Co first reported a position in Weyerhaeuser in Q3 2021 and held it in 7 quarters.
Syverson Strege & Co's Weyerhaeuser position peaked at $4K in Q1 2022.
960 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.