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Wescott Financial Advisory Group’s Weyerhaeuser WY Stock Holding History

Wescott Financial Advisory Group’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
2024
Q4 		– Sell
-6,162
Closed -$209K – 178
2024
Q3 		$209K Buy
+6,162
New +$189K 0.02% 163

Other funds holding WY

Vanguard Group
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BlackRock
BlackRock New York $5.72T 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wescott Financial Advisory Group's WY Position: Q4 2024 in Review

Wescott Financial Advisory Group sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 6,162 shares — an estimated $209K sold.

Wescott Financial Advisory Group first reported a position in WY in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

  • Wescott Financial Advisory Group reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 6,162 Weyerhaeuser shares in Q4 2024, an estimated $209K.
  • Wescott Financial Advisory Group first reported a position in Weyerhaeuser in Q3 2024 and held it in 1 quarter.
  • Wescott Financial Advisory Group's Weyerhaeuser position peaked at $209K in Q3 2024.
  • 940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on Wescott Financial Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.