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WealthPlan Investment Management’s Weyerhaeuser WY Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-972
Closed -$29.3K – 466
2023
Q1 		$29.3K Buy
+972
New +$30.6K 0.01% 278

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthPlan Investment Management's WY Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Weyerhaeuser (WY) in Q2 2023, closing a stake of 972 shares — an estimated $29.3K sold.

WealthPlan Investment Management first reported a position in WY in Q1 2023 and held it in 1 quarter. The position peaked at $29.3K in Q1 2023. 960 funds tracked by Wall St. Rank hold WY as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Weyerhaeuser position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 972 Weyerhaeuser shares in Q2 2023, an estimated $29.3K.
  • WealthPlan Investment Management first reported a position in Weyerhaeuser in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Weyerhaeuser position peaked at $29.3K in Q1 2023.
  • 960 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.