WealthPLAN Partners’s Weyerhaeuser WY Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-1,644	Closed	-$55.1K	–	1184
2023 Q2	$55.1K	Hold	1,644	–	–	0.01%	487
2023 Q1	$49.5K	Buy	+1,644	New	+$51.8K	0.01%	560
2020 Q4	–	Sell	-7,634	Closed	-$212K	–	353
2020 Q3	$212K	Sell	7,634 -960	-11%	-$26.4K	0.02%	290
2020 Q2	$245K	Buy	+8,594	New	+$174K	0.03%	268
2020 Q1	–	Sell	-8,368	Closed	-$249K	–	289
2019 Q4	$249K	Buy	+8,368	New	+$243K	0.03%	218
2017 Q2	–	Sell	-484	Closed	-$16.5K	–	433
2017 Q1	$16.5K	Buy	+484	New	+$15.7K	0.06%	205
2016 Q3	$20.2K	Sell	652 -672	-51%	-$21.2K	0.01%	479
2016 Q2	$19.3K	Buy	+1,324	New	+$40.7K	﹤0.01%	1427
2015 Q4	$36K	Buy	+3,455	New	+$104K	0.01%	713
2015 Q2	$37K	Sell	1,171 -1,778	-60%	-$57.2K	0.02%	208
2015 Q1	$98K	Buy	+2,949	New	+$103K	0.05%	177

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

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

WealthPLAN Partners's WY Position: Q3 2023 in Review

WealthPLAN Partners sold out of Weyerhaeuser (WY) in Q3 2023, closing a stake of 1,644 shares — an estimated $55.1K sold.

WealthPLAN Partners first reported a position in WY in Q1 2015 and held it in 11 quarters. The position peaked at $249K in Q4 2019. 962 funds tracked by Wall St. Rank hold WY as of Q3 2023.

WealthPLAN Partners reported no remaining Weyerhaeuser position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,644 Weyerhaeuser shares in Q3 2023, an estimated $55.1K.
WealthPLAN Partners first reported a position in Weyerhaeuser in Q1 2015 and held it in 11 quarters.
WealthPLAN Partners's Weyerhaeuser position peaked at $249K in Q4 2019.
962 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.