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Bourgeon Capital Management’s West Fraser Timber WFG Stock Holding History

Bourgeon Capital 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
2021
Q3 		– Sell
-3,000
Closed -$215K – 303
2021
Q2 		$215K Buy
3,000
+840
+39% +$64.5K 0.05% 108
2021
Q1 		$156K Buy
+2,160
New +$145K 0.03% 123

Other funds holding WFG

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Norges Bank
Norges Bank Oslo, Norway $935B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Bourgeon Capital Management's WFG Position: Q3 2021 in Review

Bourgeon Capital Management sold out of West Fraser Timber (WFG) in Q3 2021, closing a stake of 3,000 shares — an estimated $215K sold.

Bourgeon Capital Management first reported a position in WFG in Q1 2021 and held it in 2 quarters. The position peaked at $215K in Q2 2021. 198 funds tracked by Wall St. Rank hold WFG as of Q3 2021.

  • Bourgeon Capital Management reported no remaining West Fraser Timber position as of Q3 2021 after selling out during the quarter.
  • Bourgeon Capital Management sold 3,000 West Fraser Timber shares in Q3 2021, an estimated $215K.
  • Bourgeon Capital Management first reported a position in West Fraser Timber in Q1 2021 and held it in 2 quarters.
  • Bourgeon Capital Management's West Fraser Timber position peaked at $215K in Q2 2021.
  • 198 funds tracked by Wall St. Rank held West Fraser Timber as of Q3 2021.

Based on Bourgeon Capital Management's 13F filing for Q3 2021, filed 9 Nov 2021.