Tower View Wealth Management’s Weyerhaeuser WY Stock Holding History

Tower View 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
2021 Q4	–	Sell	-500	Closed	-$18K	–	226
2021 Q3	$18K	Buy	+500	New	+$17.5K	0.01%	142

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Tower View Wealth Management's WY Position: Q4 2021 in Review

Tower View Wealth Management sold out of Weyerhaeuser (WY) in Q4 2021, closing a stake of 500 shares — an estimated $18K sold.

Tower View Wealth Management first reported a position in WY in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 1,004 funds tracked by Wall St. Rank hold WY as of Q4 2021.

Tower View Wealth Management reported no remaining Weyerhaeuser position as of Q4 2021 after selling out during the quarter.
Tower View Wealth Management sold 500 Weyerhaeuser shares in Q4 2021, an estimated $18K.
Tower View Wealth Management first reported a position in Weyerhaeuser in Q3 2021 and held it in 1 quarter.
Tower View Wealth Management's Weyerhaeuser position peaked at $18K in Q3 2021.
1,004 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2021.

Based on Tower View Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.