Valeo Financial Advisors’s Weyerhaeuser WY Stock Holding History

Valeo Financial 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
2025 Q2	–	Sell	-9,312	Closed	-$273K	–	821
2025 Q1	$273K	Buy	+9,312	New	+$277K	0.01%	555
2021 Q2	–	Sell	-2,157	Closed	-$77K	–	1852
2021 Q1	$77K	Hold	2,157	–	–	﹤0.01%	703
2020 Q4	$72K	Sell	2,157 -707	-25%	-$21.3K	﹤0.01%	661
2020 Q3	$82K	Buy	2,864 +172	+6%	+$4.72K	0.01%	525
2020 Q2	$60K	Sell	2,692 -451	-14%	-$9.13K	0.01%	658
2020 Q1	$66K	Sell	3,143 -3,502	-53%	-$92.1K	0.01%	525
2019 Q4	$201K	Hold	6,645	–	–	0.02%	324
2019 Q3	$184K	Sell	6,645 -415	-6%	-$10.8K	0.02%	315
2019 Q2	$186K	Sell	7,060 -40	-0.6%	-$1.02K	0.02%	302
2019 Q1	$187K	Sell	7,100 -240	-3%	-$6.05K	0.02%	290
2018 Q4	$160K	Sell	7,340 -4,807	-40%	-$128K	0.02%	289
2018 Q3	$323K	Sell	12,147 -405	-3%	-$14.1K	0.04%	214
2018 Q2	$426K	Sell	12,552 -45,715	-78%	-$1.67M	0.06%	188
2018 Q1	$2.04M	Buy	58,267 +892	+2%	+$31.5K	0.33%	59
2017 Q4	$2.02M	Buy	57,375 +10,688	+23%	+$378K	0.33%	63
2017 Q3	$1.59M	Buy	+46,687	New	+$1.53M	0.36%	61

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Valeo Financial Advisors's WY Position: Q2 2025 in Review

Valeo Financial Advisors sold out of Weyerhaeuser (WY) in Q2 2025, closing a stake of 9,312 shares — an estimated $273K sold.

Valeo Financial Advisors first reported a position in WY in Q3 2017 and held it in 16 quarters. The position peaked at $2.04M in Q1 2018. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

Valeo Financial Advisors reported no remaining Weyerhaeuser position as of Q2 2025 after selling out during the quarter.
Valeo Financial Advisors sold 9,312 Weyerhaeuser shares in Q2 2025, an estimated $273K.
Valeo Financial Advisors first reported a position in Weyerhaeuser in Q3 2017 and held it in 16 quarters.
Valeo Financial Advisors's Weyerhaeuser position peaked at $2.04M in Q1 2018.
897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Valeo Financial Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.