tru Independence’s Weyerhaeuser WY Stock Holding History

tru Independence’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	-98,019	Closed	-$3.49M	–	203
2021 Q3	$3.49M	Sell	98,019 -1,450	-1%	-$50.8K	0.98%	55
2021 Q2	$3.42M	Sell	99,469 -223	-0.2%	-$8.27K	1.01%	52
2021 Q1	$3.55M	Sell	99,692 -383	-0.4%	-$13K	0.67%	59
2020 Q4	$3.36K	Buy	+100,075	New	+$3.01M	0.01%	308
2020 Q3	–	Sell	-194,095	Closed	-$4.36K	–	863
2020 Q2	$4.36K	Sell	194,095 -3,125	-2%	-$63.2K	0.63%	37
2020 Q1	$3.34K	Sell	197,220 -183,010	-48%	-$4.81M	0.55%	49
2019 Q4	$8.87M	Buy	+380,230	New	+$11M	1.28%	20

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

tru Independence's WY Position: Q4 2021 in Review

tru Independence sold out of Weyerhaeuser (WY) in Q4 2021, closing a stake of 98,019 shares — an estimated $3.49M sold.

tru Independence first reported a position in WY in Q4 2019 and held it in 7 quarters. The position peaked at $8.87M in Q4 2019. 1,004 funds tracked by Wall St. Rank hold WY as of Q4 2021.

tru Independence reported no remaining Weyerhaeuser position as of Q4 2021 after selling out during the quarter.
tru Independence sold 98,019 Weyerhaeuser shares in Q4 2021, an estimated $3.49M.
tru Independence first reported a position in Weyerhaeuser in Q4 2019 and held it in 7 quarters.
tru Independence's Weyerhaeuser position peaked at $8.87M in Q4 2019.
1,004 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2021.

Based on tru Independence's 13F filing for Q4 2021, filed 21 Jan 2022.