Avantax Advisory Services’s West Fraser Timber WFG Stock Holding History

Avantax Advisory Services’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	$294K	Buy	4,012 +345	+9%	+$25.6K	﹤0.01%	1919
2025 Q1	$282K	Buy	3,667 +665	+22%	+$54.7K	﹤0.01%	1876
2024 Q4	$260K	Buy	3,002 +121	+4%	+$11.3K	﹤0.01%	1882
2024 Q3	$280K	Buy	2,881 +49	+2%	+$4.2K	﹤0.01%	1808
2024 Q2	$218K	Buy	+2,832	New	+$225K	﹤0.01%	1904

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

Avantax Advisory Services's WFG Position: Q2 2025 in Review

Avantax Advisory Services increased its West Fraser Timber (WFG) stake by 9.4% in Q2 2025, buying an estimated $25.6K and bringing the position to 4,012 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Avantax Advisory Services first reported a position in WFG in Q2 2024 and has held it in 5 quarters since. 202 funds tracked by Wall St. Rank hold WFG as of Q2 2025.

Avantax Advisory Services held 4,012 shares of West Fraser Timber worth $294K as of Q2 2025.
Avantax Advisory Services bought 345 West Fraser Timber shares in Q2 2025, an estimated $25.6K.
West Fraser Timber made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1919 holding.
Avantax Advisory Services first reported a position in West Fraser Timber in Q2 2024 and has held it in 5 quarters since.
202 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.