Zega Financial’s Weyerhaeuser WY Stock Holding History

Zega Financial’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 Q2	–	Sell	-7,000	Closed	-$251K	–	136
2024 Q1	$251K	Buy	+7,000	New	+$237K	0.09%	85

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Zega Financial's WY Position: Q2 2024 in Review

Zega Financial sold out of Weyerhaeuser (WY) in Q2 2024, closing a stake of 7,000 shares — an estimated $251K sold.

Zega Financial first reported a position in WY in Q1 2024 and held it in 1 quarter. The position peaked at $251K in Q1 2024. 957 funds tracked by Wall St. Rank hold WY as of Q2 2024.

Zega Financial reported no remaining Weyerhaeuser position as of Q2 2024 after selling out during the quarter.
Zega Financial sold 7,000 Weyerhaeuser shares in Q2 2024, an estimated $251K.
Zega Financial first reported a position in Weyerhaeuser in Q1 2024 and held it in 1 quarter.
Zega Financial's Weyerhaeuser position peaked at $251K in Q1 2024.
957 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2024.

Based on Zega Financial's 13F filing for Q2 2024, filed 12 Aug 2024.