Guardian Capital Advisors (Canada)’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Guardian Capital Advisors (Canada)’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
2023 Q4	–	Sell	-22,830	Closed	-$1.71M	–	177
2023 Q3	$1.71M	Buy	+22,830	New	+$1.68M	0.19%	92

Other funds holding WOOD

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

AIM

Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s WOOD Position: Q4 2023 in Review

Guardian Capital Advisors (Canada) sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2023, closing a stake of 22,830 shares — an estimated $1.71M sold.

Guardian Capital Advisors (Canada) first reported a position in WOOD in Q3 2023 and held it in 1 quarter. The position peaked at $1.71M in Q3 2023. 85 funds tracked by Wall St. Rank hold WOOD as of Q4 2023.

Guardian Capital Advisors (Canada) reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2023 after selling out during the quarter.
Guardian Capital Advisors (Canada) sold 22,830 iShares Global Timber & Forestry ETF shares in Q4 2023, an estimated $1.71M.
Guardian Capital Advisors (Canada) first reported a position in iShares Global Timber & Forestry ETF in Q3 2023 and held it in 1 quarter.
Guardian Capital Advisors (Canada)'s iShares Global Timber & Forestry ETF position peaked at $1.71M in Q3 2023.
85 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2023.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q4 2023, filed 8 Feb 2024.