TrinityPoint Wealth’s Weyerhaeuser WY Stock Holding History

TrinityPoint 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 Q2	–	Sell	-9,080	Closed	-$239K	–	187
2019 Q1	$239K	Buy	+9,080	New	+$229K	0.12%	148

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

First Eagle Investment Management New York $59B AUM 32.99% 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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

TrinityPoint Wealth's WY Position: Q2 2019 in Review

TrinityPoint Wealth sold out of Weyerhaeuser (WY) in Q2 2019, closing a stake of 9,080 shares — an estimated $239K sold.

TrinityPoint Wealth first reported a position in WY in Q1 2019 and held it in 1 quarter. The position peaked at $239K in Q1 2019. 882 funds tracked by Wall St. Rank hold WY as of Q2 2019.

TrinityPoint Wealth reported no remaining Weyerhaeuser position as of Q2 2019 after selling out during the quarter.
TrinityPoint Wealth sold 9,080 Weyerhaeuser shares in Q2 2019, an estimated $239K.
TrinityPoint Wealth first reported a position in Weyerhaeuser in Q1 2019 and held it in 1 quarter.
TrinityPoint Wealth's Weyerhaeuser position peaked at $239K in Q1 2019.
882 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2019.

Based on TrinityPoint Wealth's 13F filing for Q2 2019, filed 6 Aug 2019.