The Family Firm’s Weyerhaeuser WY Stock Holding History

The Family Firm’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	-3,023	Closed	-$85.8K	–	855
2024 Q2	$85.8K	Buy	+3,023	New	+$93.5K	0.02%	302

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

The Family Firm's WY Position: Q3 2024 in Review

The Family Firm sold out of Weyerhaeuser (WY) in Q3 2024, closing a stake of 3,023 shares — an estimated $85.8K sold.

The Family Firm first reported a position in WY in Q2 2024 and held it in 1 quarter. The position peaked at $85.8K in Q2 2024. 947 funds tracked by Wall St. Rank hold WY as of Q3 2024.

The Family Firm reported no remaining Weyerhaeuser position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 3,023 Weyerhaeuser shares in Q3 2024, an estimated $85.8K.
The Family Firm first reported a position in Weyerhaeuser in Q2 2024 and held it in 1 quarter.
The Family Firm's Weyerhaeuser position peaked at $85.8K in Q2 2024.
947 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.