Wealthcare Capital Management’s Weyerhaeuser WY Stock Holding History

Wealthcare Capital Management’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
2021 Q2	–	Sell	-802	Closed	-$29K	–	682
2021 Q1	$29K	Buy	+802	New	+$27.3K	﹤0.01%	189
2020 Q2	–	Sell	-243	Closed	-$4K	–	250
2020 Q1	$4K	Buy	243 +166	+216%	+$4.37K	﹤0.01%	191
2019 Q4	$2K	Buy	+77	New	+$2.23K	﹤0.01%	592
2015 Q2	–	Sell	-82	Closed	-$3K	–	868
2015 Q1	$3K	Buy	+82	New	+$2.87K	﹤0.01%	778

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthcare Capital Management's WY Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Weyerhaeuser (WY) in Q2 2021, closing a stake of 802 shares — an estimated $29K sold.

Wealthcare Capital Management first reported a position in WY in Q1 2015 and held it in 4 quarters. The position peaked at $29K in Q1 2021. 921 funds tracked by Wall St. Rank hold WY as of Q2 2021.

Wealthcare Capital Management reported no remaining Weyerhaeuser position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 802 Weyerhaeuser shares in Q2 2021, an estimated $29K.
Wealthcare Capital Management first reported a position in Weyerhaeuser in Q1 2015 and held it in 4 quarters.
Wealthcare Capital Management's Weyerhaeuser position peaked at $29K in Q1 2021.
921 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.