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

Evolution 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
2021
Q4 		– Sell
-87
Closed -$7K – 629
2021
Q3 		$7K Hold
87
– – ﹤0.01% 464
2021
Q2 		$6K Buy
+87
New +$6.68K ﹤0.01% 489

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Evolution Wealth Advisors's WFG Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of West Fraser Timber (WFG) in Q4 2021, closing a stake of 87 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in WFG in Q2 2021 and held it in 2 quarters. The position peaked at $7K in Q3 2021. 209 funds tracked by Wall St. Rank hold WFG as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining West Fraser Timber position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 87 West Fraser Timber shares in Q4 2021, an estimated $7K.
  • Evolution Wealth Advisors first reported a position in West Fraser Timber in Q2 2021 and held it in 2 quarters.
  • Evolution Wealth Advisors's West Fraser Timber position peaked at $7K in Q3 2021.
  • 209 funds tracked by Wall St. Rank held West Fraser Timber as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.