Taylor Hoffman Wealth Management’s Weyerhaeuser WY Stock Holding History

Taylor Hoffman 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 Q3	–	Sell	-160	Closed	-$4K	–	373
2020 Q2	$4K	Buy	+160	New	+$3.24K	﹤0.01%	344
2020 Q1	–	Sell	-160	Closed	-$5K	–	394
2019 Q4	$5K	Hold	160	–	–	﹤0.01%	361
2019 Q3	$4K	Hold	160	–	–	﹤0.01%	372
2019 Q2	$4K	Hold	160	–	–	﹤0.01%	359
2019 Q1	$4K	Sell	160 -640	-80%	-$16.1K	﹤0.01%	360
2018 Q4	$17K	Hold	800	–	–	0.02%	250
2018 Q3	$26K	Hold	800	–	–	0.02%	229
2018 Q2	$29K	Hold	800	–	–	0.03%	212
2018 Q1	$28K	Hold	800	–	–	0.03%	222
2017 Q4	$28K	Buy	+800	New	+$28.3K	0.03%	225

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Taylor Hoffman Wealth Management's WY Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Weyerhaeuser (WY) in Q3 2020, closing a stake of 160 shares — an estimated $4K sold.

Taylor Hoffman Wealth Management first reported a position in WY in Q4 2017 and held it in 10 quarters. The position peaked at $29K in Q2 2018. 820 funds tracked by Wall St. Rank hold WY as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Weyerhaeuser position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 160 Weyerhaeuser shares in Q3 2020, an estimated $4K.
Taylor Hoffman Wealth Management first reported a position in Weyerhaeuser in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Weyerhaeuser position peaked at $29K in Q2 2018.
820 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.