Institute for Wealth Management’s West Fraser Timber WFG Stock Holding History

Institute for Wealth Management’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
2023 Q3	–	Sell	-2,690	Closed	-$231K	–	480
2023 Q2	$231K	Buy	+2,690	New	+$203K	0.04%	413
2023 Q1	–	Sell	-3,106	Closed	-$225K	–	470
2022 Q4	$225K	Sell	3,106 -105	-3%	-$8.01K	0.05%	403
2022 Q3	$233K	Sell	3,211 -4,107	-56%	-$356K	0.05%	388
2022 Q2	$562K	Buy	7,318 +3,936	+116%	+$332K	0.11%	248
2022 Q1	$279K	Sell	3,382 -104	-3%	-$9.77K	0.05%	444
2021 Q4	$332K	Sell	3,486 -516	-13%	-$44.6K	0.05%	355
2021 Q3	$337K	Buy	4,002 +319	+9%	+$23.8K	0.06%	343
2021 Q2	$264K	Buy	3,683 +421	+13%	+$32.4K	0.05%	402
2021 Q1	$235K	Buy	+3,262	New	+$219K	0.04%	409

Other funds holding WFG

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

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

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

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

LBA

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

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

Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Institute for Wealth Management's WFG Position: Q3 2023 in Review

Institute for Wealth Management sold out of West Fraser Timber (WFG) in Q3 2023, closing a stake of 2,690 shares — an estimated $231K sold.

Institute for Wealth Management first reported a position in WFG in Q1 2021 and held it in 9 quarters. The position peaked at $562K in Q2 2022. 203 funds tracked by Wall St. Rank hold WFG as of Q3 2023.

Institute for Wealth Management reported no remaining West Fraser Timber position as of Q3 2023 after selling out during the quarter.
Institute for Wealth Management sold 2,690 West Fraser Timber shares in Q3 2023, an estimated $231K.
Institute for Wealth Management first reported a position in West Fraser Timber in Q1 2021 and held it in 9 quarters.
Institute for Wealth Management's West Fraser Timber position peaked at $562K in Q2 2022.
203 funds tracked by Wall St. Rank held West Fraser Timber as of Q3 2023.

Based on Institute for Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.