VisionPoint Advisory Group’s Weyerhaeuser WY Stock Holding History

VisionPoint Advisory Group’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 Q2	–	Sell	-16	Closed	-$575	–	887
2024 Q1	$575	Sell	16 -36	-69%	-$1.22K	﹤0.01%	741
2023 Q4	$1.81K	Sell	52 -27	-34%	-$840	﹤0.01%	641
2023 Q3	$2.42K	Sell	79 -21	-21%	-$691	﹤0.01%	576
2023 Q2	$3.35K	Sell	100 -12,863	-99%	-$387K	﹤0.01%	474
2023 Q1	$376K	Sell	12,963 -3,721	-22%	-$117K	0.17%	98
2022 Q4	$571K	Sell	16,684 -3,266	-16%	-$101K	0.24%	72
2022 Q3	$570K	Buy	19,950 +1,963	+11%	+$66.8K	0.27%	49
2022 Q2	$655K	Buy	+17,987	New	+$686K	0.26%	48

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

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

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

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

VisionPoint Advisory Group's WY Position: Q2 2024 in Review

VisionPoint Advisory Group sold out of Weyerhaeuser (WY) in Q2 2024, closing a stake of 16 shares — an estimated $575 sold.

VisionPoint Advisory Group first reported a position in WY in Q2 2022 and held it in 8 quarters. The position peaked at $655K in Q2 2022. 956 funds tracked by Wall St. Rank hold WY as of Q2 2024.

VisionPoint Advisory Group reported no remaining Weyerhaeuser position as of Q2 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 16 Weyerhaeuser shares in Q2 2024, an estimated $575.
VisionPoint Advisory Group first reported a position in Weyerhaeuser in Q2 2022 and held it in 8 quarters.
VisionPoint Advisory Group's Weyerhaeuser position peaked at $655K in Q2 2022.
956 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2024.

Based on VisionPoint Advisory Group's 13F filing for Q2 2024, filed 1 Aug 2024.