WR Wealth Planners’s Weyerhaeuser WY Stock Holding History

WR Wealth Planners’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 Q4	$507	Hold	18	–	–	﹤0.01%	987
2024 Q3	$609	Sell	18 -4	-18%	-$123	﹤0.01%	1014
2024 Q2	$625	Sell	22 -9	-29%	-$278	﹤0.01%	1000
2024 Q1	$1.11K	Buy	+31	New	+$1.05K	﹤0.01%	958

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Norges Bank Oslo, Norway $935B AUM

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

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

WR Wealth Planners's WY Position: Q4 2024 in Review

WR Wealth Planners held its Weyerhaeuser (WY) position steady in Q4 2024 at 18 shares worth $507. The position accounts for ﹤0.01% of the portfolio, ranked #987.

WR Wealth Planners first reported a position in WY in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.11K in Q1 2024. 941 funds tracked by Wall St. Rank hold WY as of Q4 2024.

WR Wealth Planners held 18 shares of Weyerhaeuser worth $507 as of Q4 2024.
WR Wealth Planners left its Weyerhaeuser share count unchanged in Q4 2024.
Weyerhaeuser made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #987 holding.
WR Wealth Planners first reported a position in Weyerhaeuser in Q1 2024 and has held it in 4 quarters since.
WR Wealth Planners's Weyerhaeuser position peaked at $1.11K in Q1 2024.
941 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.