Westover Capital Advisors’s Weyerhaeuser WY Stock Holding History

Westover Capital 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
2020 Q1	–	Sell	-7,000	Closed	-$211K	–	152
2019 Q4	$211K	Buy	+7,000	New	+$203K	0.09%	135

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Westover Capital Advisors's WY Position: Q1 2020 in Review

Westover Capital Advisors sold out of Weyerhaeuser (WY) in Q1 2020, closing a stake of 7,000 shares — an estimated $211K sold.

Westover Capital Advisors first reported a position in WY in Q4 2019 and held it in 1 quarter. The position peaked at $211K in Q4 2019. 821 funds tracked by Wall St. Rank hold WY as of Q1 2020.

Westover Capital Advisors reported no remaining Weyerhaeuser position as of Q1 2020 after selling out during the quarter.
Westover Capital Advisors sold 7,000 Weyerhaeuser shares in Q1 2020, an estimated $211K.
Westover Capital Advisors first reported a position in Weyerhaeuser in Q4 2019 and held it in 1 quarter.
Westover Capital Advisors's Weyerhaeuser position peaked at $211K in Q4 2019.
821 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2020.

Based on Westover Capital Advisors's 13F filing for Q1 2020, filed 18 May 2020.