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Atria Wealth Solutions’s West Fraser Timber WFG Stock Holding History

Atria Wealth Solutions’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
-5,368
Closed -$413K – 1926
2025
Q1 		$413K Buy
5,368
+2,489
+86% +$205K 0.01% 1288
2024
Q4 		$250K Buy
2,879
+120
+4% +$11.2K ﹤0.01% 1665
2024
Q3 		$270K Buy
2,759
+101
+4% +$8.65K ﹤0.01% 1579
2024
Q2 		$204K Buy
+2,658
New +$211K ﹤0.01% 1765

Other funds holding WFG

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Atria Wealth Solutions's WFG Position: Q2 2025 in Review

Atria Wealth Solutions sold out of West Fraser Timber (WFG) in Q2 2025, closing a stake of 5,368 shares — an estimated $413K sold.

Atria Wealth Solutions first reported a position in WFG in Q2 2024 and held it in 4 quarters. The position peaked at $413K in Q1 2025. 202 funds tracked by Wall St. Rank hold WFG as of Q2 2025.

  • Atria Wealth Solutions reported no remaining West Fraser Timber position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,368 West Fraser Timber shares in Q2 2025, an estimated $413K.
  • Atria Wealth Solutions first reported a position in West Fraser Timber in Q2 2024 and held it in 4 quarters.
  • Atria Wealth Solutions's West Fraser Timber position peaked at $413K in Q1 2025.
  • 202 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.