West Financial Advisors’s Weyerhaeuser WY Stock Holding History

West Financial 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
2023 Q4	–	Sell	-47	Closed	-$1.44K	–	209
2023 Q3	$1.44K	Hold	47	–	–	﹤0.01%	180
2023 Q2	$1.57K	Buy	+47	New	+$1.42K	﹤0.01%	157

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Financial Advisors's WY Position: Q4 2023 in Review

West Financial Advisors sold out of Weyerhaeuser (WY) in Q4 2023, closing a stake of 47 shares — an estimated $1.44K sold.

West Financial Advisors first reported a position in WY in Q2 2023 and held it in 2 quarters. The position peaked at $1.57K in Q2 2023. 993 funds tracked by Wall St. Rank hold WY as of Q4 2023.

West Financial Advisors reported no remaining Weyerhaeuser position as of Q4 2023 after selling out during the quarter.
West Financial Advisors sold 47 Weyerhaeuser shares in Q4 2023, an estimated $1.44K.
West Financial Advisors first reported a position in Weyerhaeuser in Q2 2023 and held it in 2 quarters.
West Financial Advisors's Weyerhaeuser position peaked at $1.57K in Q2 2023.
993 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.