Tilia Fiduciary Partners’s Weyerhaeuser WY Stock Holding History

Tilia Fiduciary Partners’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 Q3	–	Sell	-182	Closed	-$6.1K	–	505
2023 Q2	$6.1K	Hold	182	–	–	0.01%	415
2023 Q1	$5.48K	Hold	182	–	–	0.01%	409
2022 Q4	$5.64K	Hold	182	–	–	0.01%	397
2022 Q3	$5K	Hold	182	–	–	0.01%	431
2022 Q2	$6K	Sell	182 -136	-43%	-$5.18K	0.01%	423
2022 Q1	$12K	Hold	318	–	–	0.01%	387
2021 Q4	$13K	Buy	+318	New	+$12.1K	0.01%	390

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Tilia Fiduciary Partners's WY Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Weyerhaeuser (WY) in Q3 2023, closing a stake of 182 shares — an estimated $6.1K sold.

Tilia Fiduciary Partners first reported a position in WY in Q4 2021 and held it in 7 quarters. The position peaked at $13K in Q4 2021. 963 funds tracked by Wall St. Rank hold WY as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Weyerhaeuser position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 182 Weyerhaeuser shares in Q3 2023, an estimated $6.1K.
Tilia Fiduciary Partners first reported a position in Weyerhaeuser in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Weyerhaeuser position peaked at $13K in Q4 2021.
963 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.