CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s West Fraser Timber WFG Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-304
Closed -$23K – 4053
2022
Q2 		$23K Hold
304
– – ﹤0.01% 3306
2022
Q1 		$25K Hold
304
– – ﹤0.01% 3263
2021
Q4 		$29K Buy
304
+109
+56% +$9.43K ﹤0.01% 3052
2021
Q3 		$16K Buy
+195
New +$14.5K ﹤0.01% 3323

Other funds holding WFG

PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors's WFG Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of West Fraser Timber (WFG) in Q3 2022, closing a stake of 304 shares — an estimated $23K sold.

CAPTRUST Financial Advisors first reported a position in WFG in Q3 2021 and held it in 4 quarters. The position peaked at $29K in Q4 2021. 184 funds tracked by Wall St. Rank hold WFG as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining West Fraser Timber position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 304 West Fraser Timber shares in Q3 2022, an estimated $23K.
  • CAPTRUST Financial Advisors first reported a position in West Fraser Timber in Q3 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's West Fraser Timber position peaked at $29K in Q4 2021.
  • 184 funds tracked by Wall St. Rank held West Fraser Timber as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.