Appian Way Asset Management’s West Fraser Timber WFG Stock Holding History

Appian Way Asset 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
2025 Q2	–	Sell	-15,131	Closed	-$1.16M	–	36
2025 Q1	$1.16M	Buy	+15,131	New	+$1.24M	0.26%	25
2024 Q2	–	Sell	-14,114	Closed	-$1.22M	–	52
2024 Q1	$1.22M	Buy	+14,114	New	+$1.15M	0.32%	28
2023 Q4	–	Sell	-126,118	Closed	-$9.15M	–	75
2023 Q3	$9.15M	Sell	126,118 -99,689	-44%	-$7.84M	2.19%	15
2023 Q2	$19.4M	Buy	225,807 +174,220	+338%	+$13.1M	6.99%	5
2023 Q1	$3.68M	Buy	+51,587	New	+$3.96M	1.23%	17
2022 Q1	–	Sell	-191,489	Closed	-$18.3M	–	49
2021 Q4	$18.3M	Buy	191,489 +72,578	+61%	+$6.28M	7.89%	4
2021 Q3	$10M	Sell	118,911 -76,889	-39%	-$5.73M	4.25%	10
2021 Q2	$14.1M	Buy	195,800 +136,700	+231%	+$10.5M	9.38%	3
2021 Q1	$4.25M	Buy	+59,100	New	+$3.97M	2.17%	17

Other funds holding WFG

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

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

LBA

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Appian Way Asset Management's WFG Position: Q2 2025 in Review

Appian Way Asset Management sold out of West Fraser Timber (WFG) in Q2 2025, closing a stake of 15,131 shares — an estimated $1.16M sold.

Appian Way Asset Management first reported a position in WFG in Q1 2021 and held it in 9 quarters. The position peaked at $19.4M in Q2 2023. 202 funds tracked by Wall St. Rank hold WFG as of Q2 2025.

Appian Way Asset Management reported no remaining West Fraser Timber position as of Q2 2025 after selling out during the quarter.
Appian Way Asset Management sold 15,131 West Fraser Timber shares in Q2 2025, an estimated $1.16M.
Appian Way Asset Management first reported a position in West Fraser Timber in Q1 2021 and held it in 9 quarters.
Appian Way Asset Management's West Fraser Timber position peaked at $19.4M in Q2 2023.
202 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2025.

Based on Appian Way Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.