Whitaker-Myers Wealth Managers’s Weyerhaeuser WY Stock Holding History

Whitaker-Myers Wealth Managers’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 Q1	–	Sell	-5,885	Closed	-$205K	–	111
2023 Q4	$205K	Buy	+5,885	New	+$183K	0.1%	84

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Whitaker-Myers Wealth Managers's WY Position: Q1 2024 in Review

Whitaker-Myers Wealth Managers sold out of Weyerhaeuser (WY) in Q1 2024, closing a stake of 5,885 shares — an estimated $205K sold.

Whitaker-Myers Wealth Managers first reported a position in WY in Q4 2023 and held it in 1 quarter. The position peaked at $205K in Q4 2023. 985 funds tracked by Wall St. Rank hold WY as of Q1 2024.

Whitaker-Myers Wealth Managers reported no remaining Weyerhaeuser position as of Q1 2024 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 5,885 Weyerhaeuser shares in Q1 2024, an estimated $205K.
Whitaker-Myers Wealth Managers first reported a position in Weyerhaeuser in Q4 2023 and held it in 1 quarter.
Whitaker-Myers Wealth Managers's Weyerhaeuser position peaked at $205K in Q4 2023.
985 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2024, filed 12 Apr 2024.