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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
2021
Q4 		– Sell
-300
Closed -$25K – 512
2021
Q3 		$25K Buy
+300
New +$22.4K ﹤0.01% 480

Other funds holding WFG

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
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.