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TrueWealth LLC’s Weyerhaeuser WY Stock Holding History

TrueWealth LLC’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
2020
Q2 		– Sell
-1,600
Closed -$27K – 779
2020
Q1 		$27K Sell
1,600
-2,025
-56% -$53.3K 0.01% 324
2019
Q4 		$109K Sell
3,625
-1,097
-23% -$31.8K 0.04% 190
2019
Q3 		$131K Hold
4,722
– – 0.06% 173
2019
Q2 		$124K Hold
4,722
– – 0.06% 180
2019
Q1 		$124K Hold
4,722
– – 0.06% 179
2018
Q4 		$103K Hold
4,722
– – 0.05% 184
2018
Q3 		$152K Sell
4,722
-489
-9% -$17K 0.07% 158
2018
Q2 		$190K Hold
5,211
– – 0.09% 137
2018
Q1 		$182K Sell
5,211
-31
-0.6% -$1.09K 0.09% 136
2017
Q4 		$185K Buy
+5,242
New +$185K 0.09% 145

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TrueWealth LLC's WY Position: Q2 2020 in Review

TrueWealth LLC sold out of Weyerhaeuser (WY) in Q2 2020, closing a stake of 1,600 shares — an estimated $27K sold.

TrueWealth LLC first reported a position in WY in Q4 2017 and held it in 10 quarters. The position peaked at $190K in Q2 2018. 790 funds tracked by Wall St. Rank hold WY as of Q2 2020.

  • TrueWealth LLC reported no remaining Weyerhaeuser position as of Q2 2020 after selling out during the quarter.
  • TrueWealth LLC sold 1,600 Weyerhaeuser shares in Q2 2020, an estimated $27K.
  • TrueWealth LLC first reported a position in Weyerhaeuser in Q4 2017 and held it in 10 quarters.
  • TrueWealth LLC's Weyerhaeuser position peaked at $190K in Q2 2018.
  • 790 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.