Transform Wealth’s Weyerhaeuser WY Stock Holding History

Transform Wealth’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 Q1	–	Sell	-12,334	Closed	-$270K	–	188
2018 Q4	$270K	Sell	12,334 -10,758	-47%	-$287K	0.06%	152
2018 Q3	$745K	Sell	23,092 -6,481	-22%	-$225K	0.13%	132
2018 Q2	$1.08M	Sell	29,573 -3,174	-10%	-$116K	0.2%	129
2018 Q1	$1.15M	Sell	32,747 -3,719	-10%	-$131K	0.22%	133
2017 Q4	$1.29M	Sell	36,466 -1,908	-5%	-$67.5K	0.24%	133
2017 Q3	$1.31M	Buy	+38,374	New	+$1.26M	0.46%	81
2017 Q2	–	Sell	-45,899	Closed	-$1.56M	–	191
2017 Q1	$1.56M	Sell	45,899 -1,544	-3%	-$50.2K	0.58%	47
2016 Q4	$1.43M	Buy	47,443 +9,660	+26%	+$298K	0.57%	50
2016 Q3	$1.21M	Sell	37,783 -9,325	-20%	-$295K	0.52%	63
2016 Q2	$1.4M	Buy	+47,108	New	+$1.45M	0.59%	57

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Eagle Investment Management

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

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

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