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YorkBridge Wealth Partners’s Weyerhaeuser WY Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-2,938
Closed -$77K – 657
2019
Q2 		$77K Sell
2,938
-75
-2% -$1.91K 0.03% 329
2019
Q1 		$79K Hold
3,013
– – 0.04% 308
2018
Q4 		$66K Sell
3,013
-8,387
-74% -$223K 0.03% 305
2018
Q3 		$363K Sell
11,400
-346
-3% -$12K 0.17% 122
2018
Q2 		$428K Buy
11,746
+472
+4% +$17.3K 0.19% 115
2018
Q1 		$405K Buy
11,274
+876
+8% +$30.9K 0.19% 115
2017
Q4 		$362K Buy
10,398
+2,848
+38% +$101K 0.17% 122
2017
Q3 		$257K Sell
7,550
-5,338
-41% -$175K 0.13% 149
2017
Q2 		$434K Sell
12,888
-200
-2% -$6.73K 0.23% 94
2017
Q1 		$441K Buy
13,088
+558
+4% +$18.1K 0.23% 92
2016
Q4 		$401K Buy
+12,530
New +$386K 0.24% 96

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

YorkBridge Wealth Partners's WY Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Weyerhaeuser (WY) in Q3 2019, closing a stake of 2,938 shares — an estimated $77K sold.

YorkBridge Wealth Partners first reported a position in WY in Q4 2016 and held it in 11 quarters. The position peaked at $441K in Q1 2017. 879 funds tracked by Wall St. Rank hold WY as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Weyerhaeuser position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 2,938 Weyerhaeuser shares in Q3 2019, an estimated $77K.
  • YorkBridge Wealth Partners first reported a position in Weyerhaeuser in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's Weyerhaeuser position peaked at $441K in Q1 2017.
  • 879 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.