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WIA
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
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
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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