West Coast Financial’s Weyerhaeuser WY Stock Holding History

West Coast Financial’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
2022 Q2	–	Sell	-5,664	Closed	-$215K	–	138
2022 Q1	$215K	Sell	5,664 -400	-7%	-$15.9K	0.03%	127
2021 Q4	$250K	Hold	6,064	–	–	0.04%	122
2021 Q3	$216K	Hold	6,064	–	–	0.03%	127
2021 Q2	$209K	Buy	+6,064	New	+$225K	0.03%	128
2018 Q4	–	Sell	-14,348	Closed	-$463K	–	140
2018 Q3	$463K	Buy	14,348 +689	+5%	+$23.9K	0.11%	102
2018 Q2	$498K	Sell	13,659 -2,320	-15%	-$84.8K	0.14%	75
2018 Q1	$559K	Sell	15,979 -1,100	-6%	-$38.8K	0.16%	73
2017 Q4	$602K	Sell	17,079 -8,218	-32%	-$291K	0.17%	74
2017 Q3	$861K	Buy	25,297 +2,061	+9%	+$67.7K	0.23%	71
2017 Q2	$778K	Sell	23,236 -5,081	-18%	-$171K	0.25%	66
2017 Q1	$962K	Sell	28,317 -5,338	-16%	-$174K	0.31%	64
2016 Q4	$1.01M	Sell	33,655 -1,034	-3%	-$31.9K	0.32%	64
2016 Q3	$1.11M	Buy	+34,689	New	+$1.1M	0.36%	66

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

West Coast Financial's WY Position: Q2 2022 in Review

West Coast Financial sold out of Weyerhaeuser (WY) in Q2 2022, closing a stake of 5,664 shares — an estimated $215K sold.

West Coast Financial first reported a position in WY in Q3 2016 and held it in 13 quarters. The position peaked at $1.11M in Q3 2016. 1,019 funds tracked by Wall St. Rank hold WY as of Q2 2022.

West Coast Financial reported no remaining Weyerhaeuser position as of Q2 2022 after selling out during the quarter.
West Coast Financial sold 5,664 Weyerhaeuser shares in Q2 2022, an estimated $215K.
West Coast Financial first reported a position in Weyerhaeuser in Q3 2016 and held it in 13 quarters.
West Coast Financial's Weyerhaeuser position peaked at $1.11M in Q3 2016.
1,019 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2022.

Based on West Coast Financial's 13F filing for Q2 2022, filed 11 Jul 2022.