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	–	435
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 $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return