WI
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Wintrust Investments’s Weyerhaeuser WY Stock Holding History

Wintrust Investments’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
-6,968
Closed -$214K – 463
2023
Q3 		$214K Buy
6,968
+9
+0.1% +$296 0.02% 380
2023
Q2 		$233K Sell
6,959
-2,990
-30% -$90K 0.02% 382
2023
Q1 		$300K Sell
9,949
-2,300
-19% -$72.5K 0.04% 272
2022
Q4 		$380K Sell
12,249
-10,840
-47% -$336K 0.05% 255
2022
Q3 		$709K Sell
23,089
-1,794
-7% -$61.1K 0.09% 179
2022
Q2 		$837K Sell
24,883
-625
-2% -$23.8K 0.1% 161
2022
Q1 		$942K Sell
25,508
-213
-0.8% -$8.45K 0.09% 173
2021
Q4 		$1.01M Sell
25,721
-384
-1% -$14.6K 0.1% 170
2021
Q3 		$922K Buy
26,105
+5,804
+29% +$203K 0.12% 129
2021
Q2 		$701K Buy
20,301
+20,001
+6,667% +$742K 0.07% 213
2021
Q1 		$9K Buy
+300
New +$10.2K ﹤0.01% 402

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wintrust Investments's WY Position: Q4 2023 in Review

Wintrust Investments sold out of Weyerhaeuser (WY) in Q4 2023, closing a stake of 6,968 shares — an estimated $214K sold.

Wintrust Investments first reported a position in WY in Q1 2021 and held it in 11 quarters. The position peaked at $1.01M in Q4 2021. 993 funds tracked by Wall St. Rank hold WY as of Q4 2023.

  • Wintrust Investments reported no remaining Weyerhaeuser position as of Q4 2023 after selling out during the quarter.
  • Wintrust Investments sold 6,968 Weyerhaeuser shares in Q4 2023, an estimated $214K.
  • Wintrust Investments first reported a position in Weyerhaeuser in Q1 2021 and held it in 11 quarters.
  • Wintrust Investments's Weyerhaeuser position peaked at $1.01M in Q4 2021.
  • 993 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2023.

Based on Wintrust Investments's 13F filing for Q4 2023, filed 12 Feb 2024.