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Wealthspire Advisors (Maryland)’s Weyerhaeuser WY Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-10,552
Closed -$237K – 553
2020
Q2 		$237K Buy
10,552
+155
+1% +$3.14K 0.02% 384
2020
Q1 		$176K Sell
10,397
-1,292
-11% -$34K 0.02% 402
2019
Q4 		$353K Sell
11,689
-755
-6% -$21.9K 0.02% 341
2019
Q3 		$345K Sell
12,444
-236
-2% -$6.16K 0.03% 318
2019
Q2 		$334K Buy
12,680
+1,526
+14% +$38.8K 0.03% 329
2019
Q1 		$294K Sell
11,154
-2,292
-17% -$57.7K 0.02% 364
2018
Q4 		$294K Sell
13,446
-1,499
-10% -$39.9K 0.03% 327
2018
Q3 		$482K Sell
14,945
-416
-3% -$14.4K 0.04% 254
2018
Q2 		$560K Sell
15,361
-295
-2% -$10.8K 0.05% 215
2018
Q1 		$548K Buy
15,656
+91
+0.6% +$3.21K 0.05% 226
2017
Q4 		$549K Buy
15,565
+1,088
+8% +$38.5K 0.05% 234
2017
Q3 		$493K Sell
14,477
-107
-0.7% -$3.51K 0.05% 241
2017
Q2 		$489K Buy
14,584
+5,549
+61% +$187K 0.06% 233
2017
Q1 		$307K Buy
9,035
+4,045
+81% +$132K 0.04% 283
2016
Q4 		$150K Buy
4,990
+192
+4% +$5.92K 0.02% 455
2016
Q3 		$153K Sell
4,798
-353
-7% -$11.2K 0.02% 461
2016
Q2 		$153K Sell
5,151
-1,215
-19% -$37.4K 0.03% 437
2016
Q1 		$197K Buy
6,366
+2,423
+61% +$64.7K 0.03% 365
2015
Q4 		$118K Buy
+3,943
New +$119K 0.02% 489

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WY Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Weyerhaeuser (WY) in Q3 2020, closing a stake of 10,552 shares — an estimated $237K sold.

Wealthspire Advisors (Maryland) first reported a position in WY in Q4 2015 and held it in 19 quarters. The position peaked at $560K in Q2 2018. 820 funds tracked by Wall St. Rank hold WY as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Weyerhaeuser position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 10,552 Weyerhaeuser shares in Q3 2020, an estimated $237K.
  • Wealthspire Advisors (Maryland) first reported a position in Weyerhaeuser in Q4 2015 and held it in 19 quarters.
  • Wealthspire Advisors (Maryland)'s Weyerhaeuser position peaked at $560K in Q2 2018.
  • 820 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.