Zhang Financial’s Weyerhaeuser WY Stock Holding History

Zhang 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
2022 Q3	–	Sell	-6,490	Closed	-$215K	–	230
2022 Q2	$215K	Buy	+6,490	New	+$247K	0.03%	203

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Zhang Financial's WY Position: Q3 2022 in Review

Zhang Financial sold out of Weyerhaeuser (WY) in Q3 2022, closing a stake of 6,490 shares — an estimated $215K sold.

Zhang Financial first reported a position in WY in Q2 2022 and held it in 1 quarter. The position peaked at $215K in Q2 2022. 953 funds tracked by Wall St. Rank hold WY as of Q3 2022.

Zhang Financial reported no remaining Weyerhaeuser position as of Q3 2022 after selling out during the quarter.
Zhang Financial sold 6,490 Weyerhaeuser shares in Q3 2022, an estimated $215K.
Zhang Financial first reported a position in Weyerhaeuser in Q2 2022 and held it in 1 quarter.
Zhang Financial's Weyerhaeuser position peaked at $215K in Q2 2022.
953 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2022.

Based on Zhang Financial's 13F filing for Q3 2022, filed 18 Oct 2022.