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WealthBridge Investment Counsel’s Weyerhaeuser WY Stock Holding History

WealthBridge Investment Counsel’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
2023
Q1 		– Sell
-26,555
Closed -$823K – 49
2022
Q4 		$823K Buy
+26,555
New +$823K 0.36% 42

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthBridge Investment Counsel's WY Position: Q1 2023 in Review

WealthBridge Investment Counsel sold out of Weyerhaeuser (WY) in Q1 2023, closing a stake of 26,555 shares — an estimated $823K sold.

WealthBridge Investment Counsel first reported a position in WY in Q4 2022 and held it in 1 quarter. The position peaked at $823K in Q4 2022. 948 funds tracked by Wall St. Rank hold WY as of Q1 2023.

  • WealthBridge Investment Counsel reported no remaining Weyerhaeuser position as of Q1 2023 after selling out during the quarter.
  • WealthBridge Investment Counsel sold 26,555 Weyerhaeuser shares in Q1 2023, an estimated $823K.
  • WealthBridge Investment Counsel first reported a position in Weyerhaeuser in Q4 2022 and held it in 1 quarter.
  • WealthBridge Investment Counsel's Weyerhaeuser position peaked at $823K in Q4 2022.
  • 948 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2023.

Based on WealthBridge Investment Counsel's 13F filing for Q1 2023, filed 19 Apr 2023.