WMA
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Wealth Management Associates’s Weyerhaeuser WY Stock Holding History

Wealth Management Associates’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
Q2 		– Sell
-29,615
Closed -$502K – 154
2020
Q1 		$502K Buy
29,615
+2,252
+8% +$59.2K 0.51% 49
2019
Q4 		$826K Buy
27,363
+3,752
+16% +$109K 0.59% 37
2019
Q3 		$654K Buy
23,611
+841
+4% +$21.9K 0.53% 44
2019
Q2 		$600K Buy
22,770
+1,042
+5% +$26.5K 0.6% 39
2019
Q1 		$572K Buy
21,728
+1,670
+8% +$42.1K 0.62% 38
2018
Q4 		$438K Buy
+20,058
New +$534K 0.59% 42

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealth Management Associates's WY Position: Q2 2020 in Review

Wealth Management Associates sold out of Weyerhaeuser (WY) in Q2 2020, closing a stake of 29,615 shares — an estimated $502K sold.

Wealth Management Associates first reported a position in WY in Q4 2018 and held it in 6 quarters. The position peaked at $826K in Q4 2019. 790 funds tracked by Wall St. Rank hold WY as of Q2 2020.

  • Wealth Management Associates reported no remaining Weyerhaeuser position as of Q2 2020 after selling out during the quarter.
  • Wealth Management Associates sold 29,615 Weyerhaeuser shares in Q2 2020, an estimated $502K.
  • Wealth Management Associates first reported a position in Weyerhaeuser in Q4 2018 and held it in 6 quarters.
  • Wealth Management Associates's Weyerhaeuser position peaked at $826K in Q4 2019.
  • 790 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2020.

Based on Wealth Management Associates's 13F filing for Q2 2020, filed 28 May 2025.