Winch Advisory Services’s Weyerhaeuser WY Stock Holding History

Winch Advisory Services’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 Q3	–	Sell	-71	Closed	-$2.01K	–	484
2024 Q2	$2.01K	Buy	71 +1	+1%	+$31	﹤0.01%	371
2024 Q1	$2.53K	Hold	70	–	–	﹤0.01%	357
2023 Q4	$2.42K	Buy	70 +1	+1%	+$31	﹤0.01%	351
2023 Q3	$2K	Hold	69	–	–	﹤0.01%	374
2023 Q2	$2K	Buy	69 +1	+1%	+$30	﹤0.01%	373
2023 Q1	$2K	Buy	68 +2	+3%	+$63	﹤0.01%	369
2022 Q4	$2K	Hold	66	–	–	﹤0.01%	350
2022 Q3	$2K	Buy	66 +1	+2%	+$34	﹤0.01%	340
2022 Q2	$2K	Sell	65 -1	-2%	-$38	﹤0.01%	359
2022 Q1	$2K	Buy	66 +3	+5%	+$119	﹤0.01%	395
2021 Q4	$3K	Sell	63 -60	-49%	-$2.28K	﹤0.01%	381
2021 Q3	$4K	Hold	123	–	–	﹤0.01%	364
2021 Q2	$4K	Buy	123 +1	+0.8%	+$37	﹤0.01%	361
2021 Q1	$4K	Hold	122	–	–	﹤0.01%	339
2020 Q4	$4K	Buy	+122	New	+$3.67K	﹤0.01%	329
2020 Q2	–	Sell	-105	Closed	-$2K	–	403
2020 Q1	$2K	Hold	105	–	–	﹤0.01%	299
2019 Q4	$3K	Buy	+105	New	+$3.05K	﹤0.01%	307

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Winch Advisory Services's WY Position: Q3 2024 in Review

Winch Advisory Services sold out of Weyerhaeuser (WY) in Q3 2024, closing a stake of 71 shares — an estimated $2.01K sold.

Winch Advisory Services first reported a position in WY in Q4 2019 and held it in 17 quarters. The position peaked at $4K in Q3 2021. 946 funds tracked by Wall St. Rank hold WY as of Q3 2024.

Winch Advisory Services reported no remaining Weyerhaeuser position as of Q3 2024 after selling out during the quarter.
Winch Advisory Services sold 71 Weyerhaeuser shares in Q3 2024, an estimated $2.01K.
Winch Advisory Services first reported a position in Weyerhaeuser in Q4 2019 and held it in 17 quarters.
Winch Advisory Services's Weyerhaeuser position peaked at $4K in Q3 2021.
946 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2024.

Based on Winch Advisory Services's 13F filing for Q3 2024, filed 21 Oct 2024.