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Wealthstreet Investment Advisors’s Weyerhaeuser WY Stock Holding History

Wealthstreet Investment Advisors’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
-7,192
Closed -$256K – 329
2021
Q1 		$256K Hold
7,192
– – 0.03% 328
2020
Q4 		$241K Sell
7,192
-1,100
-13% -$33.1K 0.02% 323
2020
Q3 		$236K Sell
8,292
-3,320
-29% -$91.2K 0.03% 300
2020
Q2 		$261K Sell
11,612
-21,540
-65% -$436K 0.03% 287
2020
Q1 		$562K Sell
33,152
-1,120
-3% -$29.5K 0.08% 172
2019
Q4 		$1.03M Buy
34,272
+734
+2% +$21.3K 0.12% 150
2019
Q3 		$995K Hold
33,538
– – 0.13% 141
2019
Q2 		$883K Sell
33,538
-470
-1% -$11.9K 0.11% 159
2019
Q1 		$896K Buy
34,008
+2,670
+9% +$67.3K 0.12% 153
2018
Q4 		$809K Sell
31,338
-2,050
-6% -$54.6K 0.11% 155
2018
Q3 		$1.08M Sell
33,388
-2,500
-7% -$86.8K 0.13% 147
2018
Q2 		$1.31M Sell
35,888
-1,950
-5% -$71.3K 0.17% 129
2018
Q1 		$1.32M Buy
37,838
+1,500
+4% +$52.9K 0.17% 128
2017
Q4 		$1.28M Buy
+36,338
New +$1.29M 0.16% 132

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthstreet Investment Advisors's WY Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Weyerhaeuser (WY) in Q2 2021, closing a stake of 7,192 shares — an estimated $256K sold.

Wealthstreet Investment Advisors first reported a position in WY in Q4 2017 and held it in 14 quarters. The position peaked at $1.32M in Q1 2018. 921 funds tracked by Wall St. Rank hold WY as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Weyerhaeuser position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 7,192 Weyerhaeuser shares in Q2 2021, an estimated $256K.
  • Wealthstreet Investment Advisors first reported a position in Weyerhaeuser in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Weyerhaeuser position peaked at $1.32M in Q1 2018.
  • 921 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.