Lake Point Wealth Management’s West Fraser Timber WFG Stock Holding History

Lake Point 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
2022 Q2	$2K	Sell	20 -103	-84%	-$8.68K	﹤0.01%	348
2022 Q1	$10K	Hold	123	–	–	﹤0.01%	169
2021 Q4	$12K	Sell	123 -30	-20%	-$2.6K	0.01%	163
2021 Q3	$13K	Buy	153 +103	+206%	+$7.68K	0.01%	143
2021 Q2	$4K	Buy	+50	New	+$3.84K	﹤0.01%	284

Other funds holding WFG

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

Norges Bank Oslo, Norway $935B AUM

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

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

LBA

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

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

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Lake Point Wealth Management's WFG Position: Q2 2022 in Review

Lake Point Wealth Management reduced its West Fraser Timber (WFG) stake by 84% in Q2 2022, selling an estimated $8.68K and leaving 20 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Lake Point Wealth Management first reported a position in WFG in Q2 2021 and has held it in 5 quarters since. The position peaked at $13K in Q3 2021. 196 funds tracked by Wall St. Rank hold WFG as of Q2 2022.

Lake Point Wealth Management held 20 shares of West Fraser Timber worth $2K as of Q2 2022.
Lake Point Wealth Management sold 103 West Fraser Timber shares in Q2 2022, an estimated $8.68K.
West Fraser Timber made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #348 holding.
Lake Point Wealth Management first reported a position in West Fraser Timber in Q2 2021 and has held it in 5 quarters since.
Lake Point Wealth Management's West Fraser Timber position peaked at $13K in Q3 2021.
196 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.