Total Wealth Planning’s Weyerhaeuser WY Stock Holding History

Total Wealth Planning’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
2022 Q4	–	Sell	-9,278	Closed	-$265K	–	82
2022 Q3	$265K	Sell	9,278 -26,784	-74%	-$912K	0.08%	71
2022 Q2	$1.19M	Sell	36,062 -14,057	-28%	-$536K	0.35%	38
2022 Q1	$1.9M	Buy	+50,119	New	+$1.99M	0.51%	34

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

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

Norges Bank Oslo, Norway $935B AUM

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Total Wealth Planning's WY Position: Q4 2022 in Review

Total Wealth Planning sold out of Weyerhaeuser (WY) in Q4 2022, closing a stake of 9,278 shares — an estimated $265K sold.

Total Wealth Planning first reported a position in WY in Q1 2022 and held it in 3 quarters. The position peaked at $1.9M in Q1 2022. 959 funds tracked by Wall St. Rank hold WY as of Q4 2022.

Total Wealth Planning reported no remaining Weyerhaeuser position as of Q4 2022 after selling out during the quarter.
Total Wealth Planning sold 9,278 Weyerhaeuser shares in Q4 2022, an estimated $265K.
Total Wealth Planning first reported a position in Weyerhaeuser in Q1 2022 and held it in 3 quarters.
Total Wealth Planning's Weyerhaeuser position peaked at $1.9M in Q1 2022.
959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2022.

Based on Total Wealth Planning's 13F filing for Q4 2022, filed 2 Feb 2023.