Wagner Wealth Management (South Carolina)’s Weyerhaeuser WY Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-379	Closed	-$11K	–	698
2022 Q3	$11K	Buy	379 +1	+0.3%	+$34	0.01%	417
2022 Q2	$13K	Buy	+378	New	+$14.4K	0.01%	407
2022 Q1	–	Sell	-378	Closed	-$16K	–	660
2021 Q4	$16K	Buy	378 +1	+0.3%	+$38	0.01%	431
2021 Q3	$13K	Hold	377	–	–	0.01%	440
2021 Q2	$13K	Hold	377	–	–	0.01%	462
2021 Q1	$13K	Buy	+377	New	+$12.8K	0.01%	433
2018 Q3	$12K	Hold	369	–	–	0.01%	404
2018 Q2	$13K	Buy	369 +305	+477%	+$11.2K	0.01%	369
2018 Q1	$2K	Buy	64 +1	+2%	+$35	﹤0.01%	494
2017 Q4	$14K	Buy	+63	New	+$2.23K	0.01%	359

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s WY Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Weyerhaeuser (WY) in Q4 2022, closing a stake of 379 shares — an estimated $11K sold.

Wagner Wealth Management (South Carolina) first reported a position in WY in Q4 2017 and held it in 10 quarters. The position peaked at $16K in Q4 2021. 960 funds tracked by Wall St. Rank hold WY as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Weyerhaeuser position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 379 Weyerhaeuser shares in Q4 2022, an estimated $11K.
Wagner Wealth Management (South Carolina) first reported a position in Weyerhaeuser in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Weyerhaeuser position peaked at $16K in Q4 2021.
960 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.