Heritage Wealth Management (Ohio)’s West Fraser Timber WFG Stock Holding History

Heritage Wealth Management (Ohio)’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
2025 Q2	–	Sell	-3,025	Closed	-$233K	–	244
2025 Q1	$233K	Sell	3,025 -150	-5%	-$12.3K	0.08%	205
2024 Q4	$275K	Sell	3,175 -350	-10%	-$32.8K	0.09%	197
2024 Q3	$343K	Sell	3,525 -1,650	-32%	-$141K	0.11%	169
2024 Q2	$387K	Buy	+5,175	New	+$411K	0.13%	158

Other funds holding WFG

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s WFG Position: Q2 2025 in Review

Heritage Wealth Management (Ohio) sold out of West Fraser Timber (WFG) in Q2 2025, closing a stake of 3,025 shares — an estimated $233K sold.

Heritage Wealth Management (Ohio) first reported a position in WFG in Q2 2024 and held it in 4 quarters. The position peaked at $387K in Q2 2024. 203 funds tracked by Wall St. Rank hold WFG as of Q2 2025.

Heritage Wealth Management (Ohio) reported no remaining West Fraser Timber position as of Q2 2025 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 3,025 West Fraser Timber shares in Q2 2025, an estimated $233K.
Heritage Wealth Management (Ohio) first reported a position in West Fraser Timber in Q2 2024 and held it in 4 quarters.
Heritage Wealth Management (Ohio)'s West Fraser Timber position peaked at $387K in Q2 2024.
203 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2025.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2025, filed 14 Aug 2025.