Tradition Wealth Management’s Weyerhaeuser WY Stock Holding History

Tradition 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
2024 Q1	–	Sell	-3,489	Closed	-$121K	–	1201
2023 Q4	$121K	Buy	3,489 +1	+0%	+$31	0.01%	421
2023 Q3	$107K	Sell	3,488 -412	-11%	-$13.6K	0.01%	425
2023 Q2	$131K	Buy	3,900 +501	+15%	+$15.1K	0.02%	395
2023 Q1	$102K	Buy	3,399 +132	+4%	+$4.16K	0.01%	441
2022 Q4	$101K	Buy	3,267 +10	+0.3%	+$310	0.01%	376
2022 Q3	$93K	Buy	3,257 +11	+0.3%	+$374	0.01%	373
2022 Q2	$108K	Sell	3,246 -170	-5%	-$6.48K	0.02%	346
2022 Q1	$129K	Hold	3,416	–	–	0.02%	360
2021 Q4	$141K	Buy	3,416 +1	+0%	+$38	0.02%	345
2021 Q3	$121K	Buy	3,415 +18	+0.5%	+$631	0.02%	340
2021 Q2	$117K	Hold	3,397	–	–	0.02%	368
2021 Q1	$121K	Buy	3,397 +1	+0%	+$34	0.02%	298
2020 Q4	$114K	Buy	+3,396	New	+$102K	0.02%	293

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Tradition Wealth Management's WY Position: Q1 2024 in Review

Tradition Wealth Management sold out of Weyerhaeuser (WY) in Q1 2024, closing a stake of 3,489 shares — an estimated $121K sold.

Tradition Wealth Management first reported a position in WY in Q4 2020 and held it in 13 quarters. The position peaked at $141K in Q4 2021. 985 funds tracked by Wall St. Rank hold WY as of Q1 2024.

Tradition Wealth Management reported no remaining Weyerhaeuser position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 3,489 Weyerhaeuser shares in Q1 2024, an estimated $121K.
Tradition Wealth Management first reported a position in Weyerhaeuser in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Weyerhaeuser position peaked at $141K in Q4 2021.
985 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.