JFS Wealth Advisors’s West Fraser Timber WFG Stock Holding History

JFS Wealth Advisors’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 Q4	–	Sell	-3	Closed	-$204	–	1982
2025 Q3	$204	Sell	3 -11	-79%	-$803	﹤0.01%	1828
2025 Q2	$1.03K	Sell	14 -6	-30%	-$446	﹤0.01%	1564
2025 Q1	$1.54K	Sell	20 -3	-13%	-$247	﹤0.01%	1552
2024 Q4	$1.99K	Hold	23	–	–	﹤0.01%	1482
2024 Q3	$2.24K	Hold	23	–	–	﹤0.01%	1434
2024 Q2	$1.77K	Hold	23	–	–	﹤0.01%	1483
2024 Q1	$1.99K	Buy	23 +6	+35%	+$491	﹤0.01%	1444
2023 Q4	$1.46K	Buy	17 +5	+42%	+$370	﹤0.01%	1545
2023 Q3	$871	Sell	12 -5	-29%	-$393	﹤0.01%	1628
2023 Q2	$1.46K	Buy	17 +3	+21%	+$226	﹤0.01%	1495
2023 Q1	$999	Buy	14 +7	+100%	+$538	﹤0.01%	1584
2022 Q4	$506	Buy	+7	New	+$534	﹤0.01%	1733

Other funds holding WFG

Fidelity International

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

T. Rowe Price Associates

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Fidelity Investments

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

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