EverSource Wealth Advisors’s West Fraser Timber WFG Stock Holding History

EverSource Wealth 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
2026 Q1	$8.03K	Sell	123 -45	-27%	-$3.03K	﹤0.01%	3034
2025 Q4	$10.3K	Buy	168 +11	+7%	+$688	﹤0.01%	2783
2025 Q3	$10.7K	Sell	157 -16	-9%	-$1.17K	﹤0.01%	2792
2025 Q2	$12.7K	Sell	173 -3	-2%	-$223	﹤0.01%	2649
2025 Q1	$13.5K	Buy	176 +41	+30%	+$3.37K	﹤0.01%	1928
2024 Q4	$11.7K	Sell	135 -25	-16%	-$2.34K	﹤0.01%	1906
2024 Q3	$15.6K	Sell	160 -421	-72%	-$36.1K	﹤0.01%	1618
2024 Q2	$51.5K	Sell	581 -176	-23%	-$14K	﹤0.01%	1074
2024 Q1	$58K	Sell	757 -146	-16%	-$11.9K	﹤0.01%	914
2023 Q4	$77.3K	Sell	903 -89	-9%	-$6.59K	0.01%	734
2023 Q3	$72K	Buy	992 +8	+0.8%	+$629	0.01%	687
2023 Q2	$84.6K	Buy	984 +567	+136%	+$42.8K	0.01%	638
2023 Q1	$29.7K	Buy	417 +29	+7%	+$2.23K	﹤0.01%	958
2022 Q4	$28K	Sell	388 -162	-29%	-$12.4K	﹤0.01%	965
2022 Q3	$40K	Sell	550 -84	-13%	-$7.29K	0.01%	695
2022 Q2	$49K	Buy	+634	New	+$53.4K	0.01%	639

Other funds holding WFG

Fidelity International

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

T. Rowe Price Associates

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

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

1832 Asset Management

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

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

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

Fidelity Investments

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