Tiedemann Advisors’s Weyerhaeuser WY Stock Holding History

Tiedemann Advisors’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
2021 Q2	–	Sell	-5,886	Closed	-$209K	–	367
2021 Q1	$209K	Buy	+5,886	New	+$200K	0.01%	308
2020 Q2	–	Sell	-10,037	Closed	-$170K	–	320
2020 Q1	$170K	Buy	+10,037	New	+$264K	0.01%	278
2019 Q2	–	Sell	-17,290	Closed	-$455K	–	430
2019 Q1	$455K	Sell	17,290 -1,567	-8%	-$39.5K	0.02%	313
2018 Q4	$413K	Buy	18,857 +10,629	+129%	+$283K	0.02%	314
2018 Q3	$266K	Sell	8,228 -49	-0.6%	-$1.7K	0.02%	270
2018 Q2	$301K	Sell	8,277 -3,402	-29%	-$124K	0.02%	257
2018 Q1	$409K	Buy	11,679 +3,402	+41%	+$120K	0.03%	214
2017 Q4	$292K	Buy	+8,277	New	+$293K	0.02%	188
2017 Q3	–	Sell	-10,308	Closed	-$345K	–	459
2017 Q2	$345K	Sell	10,308 -376	-4%	-$12.7K	0.03%	350
2017 Q1	$363K	Buy	+10,684	New	+$348K	0.03%	305

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

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

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

First Eagle Investment Management

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

JP Morgan Chase

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

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

Geode Capital Management

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

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