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Vantage Financial Partners (Illinois)’s Weyerhaeuser WY Stock Holding History

Vantage Financial Partners (Illinois)’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
Q3 		– Sell
-9,800
Closed -$220K – 83
2020
Q2 		$220K Buy
+9,800
New +$198K 0.14% 65
2020
Q1 		– Sell
-9,800
Closed -$296K – 75
2019
Q4 		$296K Buy
9,800
+600
+7% +$17.4K 0.17% 64
2019
Q3 		$255K Buy
9,200
+1,600
+21% +$41.7K 0.17% 64
2019
Q2 		$200K Buy
+7,600
New +$193K 0.13% 82

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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

Vantage Financial Partners (Illinois)'s WY Position: Q3 2020 in Review

Vantage Financial Partners (Illinois) sold out of Weyerhaeuser (WY) in Q3 2020, closing a stake of 9,800 shares — an estimated $220K sold.

Vantage Financial Partners (Illinois) first reported a position in WY in Q2 2019 and held it in 4 quarters. The position peaked at $296K in Q4 2019. 820 funds tracked by Wall St. Rank hold WY as of Q3 2020.

  • Vantage Financial Partners (Illinois) reported no remaining Weyerhaeuser position as of Q3 2020 after selling out during the quarter.
  • Vantage Financial Partners (Illinois) sold 9,800 Weyerhaeuser shares in Q3 2020, an estimated $220K.
  • Vantage Financial Partners (Illinois) first reported a position in Weyerhaeuser in Q2 2019 and held it in 4 quarters.
  • Vantage Financial Partners (Illinois)'s Weyerhaeuser position peaked at $296K in Q4 2019.
  • 820 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2020.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q3 2020, filed 9 Nov 2020.