Turtle Creek Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Turtle Creek Wealth Advisors’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	-748	Closed	-$26K	–	828
2023 Q4	$26K	Buy	+748	New	+$23.3K	0.01%	374

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

Turtle Creek Wealth Advisors's WY Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Weyerhaeuser (WY) in Q1 2024, closing a stake of 748 shares — an estimated $26K sold.

Turtle Creek Wealth Advisors first reported a position in WY in Q4 2023 and held it in 1 quarter. The position peaked at $26K in Q4 2023. 985 funds tracked by Wall St. Rank hold WY as of Q1 2024.

Turtle Creek Wealth Advisors reported no remaining Weyerhaeuser position as of Q1 2024 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 748 Weyerhaeuser shares in Q1 2024, an estimated $26K.
Turtle Creek Wealth Advisors first reported a position in Weyerhaeuser in Q4 2023 and held it in 1 quarter.
Turtle Creek Wealth Advisors's Weyerhaeuser position peaked at $26K in Q4 2023.
985 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.