Torch Wealth Management’s Weyerhaeuser WY Stock Holding History

Torch 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
2019 Q4	$1.02M	Sell	33,800 -120	-0.4%	-$3.48K	0.56%	58
2019 Q3	$940K	Sell	33,920 -10,470	-24%	-$273K	0.56%	56
2019 Q2	$1.17M	Sell	44,390 -8,500	-16%	-$216K	0.7%	53
2019 Q1	$1.39M	Sell	52,890 -940	-2%	-$23.7K	0.86%	47
2018 Q4	$1.18M	Sell	53,830 -24,520	-31%	-$653K	0.84%	48
2018 Q3	$2.53M	Sell	78,350 -880	-1%	-$30.6K	1.52%	17
2018 Q2	$2.89M	Buy	79,230 +350	+0.4%	+$12.8K	1.82%	10
2018 Q1	$2.76M	Sell	78,880 -2,560	-3%	-$90.3K	1.79%	14
2017 Q4	$2.87M	Sell	81,440 -4,540	-5%	-$161K	1.75%	15
2017 Q3	$2.93M	Sell	85,980 -1,040	-1%	-$34.1K	1.92%	12
2017 Q2	$2.92M	Hold	87,020	–	–	2.01%	11
2017 Q1	$2.96M	Sell	87,020 -3,470	-4%	-$113K	1.97%	10
2016 Q4	$2.72M	Hold	90,490	–	–	1.92%	10
2016 Q3	$2.89M	Sell	90,490 -340	-0.4%	-$10.8K	2.1%	8
2016 Q2	$2.7M	Buy	+90,830	New	+$2.79M	1.97%	9

Other funds holding WY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Torch Wealth Management's WY Position: Q4 2019 in Review

Torch Wealth Management reduced its Weyerhaeuser (WY) stake by 0.35% in Q4 2019, selling an estimated $3.48K and leaving 33,800 shares worth $1.02M. The position accounts for 0.56% of the portfolio, ranked #58.

Torch Wealth Management first reported a position in WY in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.96M in Q1 2017. 934 funds tracked by Wall St. Rank hold WY as of Q4 2019.

Torch Wealth Management held 33,800 shares of Weyerhaeuser worth $1.02M as of Q4 2019.
Torch Wealth Management sold 120 Weyerhaeuser shares in Q4 2019, an estimated $3.48K.
Weyerhaeuser made up 0.56% of Torch Wealth Management's portfolio in Q4 2019, its #58 holding.
Torch Wealth Management first reported a position in Weyerhaeuser in Q2 2016 and has held it in 15 quarters since.
Torch Wealth Management's Weyerhaeuser position peaked at $2.96M in Q1 2017.
934 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.