Global Retirement Partners’s West Fraser Timber WFG Stock Holding History

Global Retirement Partners’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
2024 Q2	–	Sell	-13	Closed	-$1.12K	–	3652
2024 Q1	$1.12K	Hold	13	–	–	﹤0.01%	2945
2023 Q4	$1.11K	Sell	13 -3	-19%	-$222	﹤0.01%	2869
2023 Q3	$1.11K	Buy	16 +2	+14%	+$157	﹤0.01%	2736
2023 Q2	$1.2K	Sell	14 -4	-22%	-$302	﹤0.01%	2721
2023 Q1	$1.31K	Buy	+18	New	+$1.38K	﹤0.01%	2642

Other funds holding WFG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

LBA

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

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

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

Norges Bank Oslo, Norway $935B AUM

Global Retirement Partners's WFG Position: Q2 2024 in Review

Global Retirement Partners sold out of West Fraser Timber (WFG) in Q2 2024, closing a stake of 13 shares — an estimated $1.12K sold.

Global Retirement Partners first reported a position in WFG in Q1 2023 and held it in 5 quarters. The position peaked at $1.31K in Q1 2023. 207 funds tracked by Wall St. Rank hold WFG as of Q2 2024.

Global Retirement Partners reported no remaining West Fraser Timber position as of Q2 2024 after selling out during the quarter.
Global Retirement Partners sold 13 West Fraser Timber shares in Q2 2024, an estimated $1.12K.
Global Retirement Partners first reported a position in West Fraser Timber in Q1 2023 and held it in 5 quarters.
Global Retirement Partners's West Fraser Timber position peaked at $1.31K in Q1 2023.
207 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.