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Fortis Group Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Fortis Group Advisors’s Portfolio WOOD Stock Details WOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-23,655
Closed -$1.85M – 521
2024
Q2 		$1.85M Buy
+23,655
New +$1.93M 0.37% 60

Other funds holding WOOD

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortis Group Advisors's WOOD Position: Q3 2024 in Review

Fortis Group Advisors sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2024, closing a stake of 23,655 shares — an estimated $1.85M sold.

Fortis Group Advisors first reported a position in WOOD in Q2 2024 and held it in 1 quarter. The position peaked at $1.85M in Q2 2024. 85 funds tracked by Wall St. Rank hold WOOD as of Q3 2024.

  • Fortis Group Advisors reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 23,655 iShares Global Timber & Forestry ETF shares in Q3 2024, an estimated $1.85M.
  • Fortis Group Advisors first reported a position in iShares Global Timber & Forestry ETF in Q2 2024 and held it in 1 quarter.
  • Fortis Group Advisors's iShares Global Timber & Forestry ETF position peaked at $1.85M in Q2 2024.
  • 85 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2024.

Based on Fortis Group Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.