Accurate Wealth Management’s West Fraser Timber WFG Stock Holding History

Accurate Wealth Management’s Portfolio WFG Stock Details WFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,762	Closed	-$583K	–	308
2023 Q4	$583K	Sell	6,762 -400	-6%	-$29.6K	0.18%	117
2023 Q3	$498K	Buy	7,162 +2,253	+46%	+$177K	0.16%	138
2023 Q2	$430K	Buy	4,909 +1,874	+62%	+$141K	0.13%	155
2023 Q1	$221K	Buy	3,035 +2,001	+194%	+$154K	0.08%	230
2022 Q4	$75.1K	Buy	+1,034	New	+$78.8K	0.03%	367

Other funds holding WFG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Accurate Wealth Management's WFG Position: Q1 2024 in Review

Accurate Wealth Management sold out of West Fraser Timber (WFG) in Q1 2024, closing a stake of 6,762 shares — an estimated $583K sold.

Accurate Wealth Management first reported a position in WFG in Q4 2022 and held it in 5 quarters. The position peaked at $583K in Q4 2023. 199 funds tracked by Wall St. Rank hold WFG as of Q1 2024.

Accurate Wealth Management reported no remaining West Fraser Timber position as of Q1 2024 after selling out during the quarter.
Accurate Wealth Management sold 6,762 West Fraser Timber shares in Q1 2024, an estimated $583K.
Accurate Wealth Management first reported a position in West Fraser Timber in Q4 2022 and held it in 5 quarters.
Accurate Wealth Management's West Fraser Timber position peaked at $583K in Q4 2023.
199 funds tracked by Wall St. Rank held West Fraser Timber as of Q1 2024.

Based on Accurate Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.