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Marshall Investment Management’s West Fraser Timber WFG Stock Holding History

Marshall Investment 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
2025
Q2 		– Sell
-40
Closed -$3.08K – 230
2025
Q1 		$3.08K Buy
+40
New +$3.29K ﹤0.01% 199

Other funds holding WFG

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Marshall Investment Management's WFG Position: Q2 2025 in Review

Marshall Investment Management sold out of West Fraser Timber (WFG) in Q2 2025, closing a stake of 40 shares — an estimated $3.08K sold.

Marshall Investment Management first reported a position in WFG in Q1 2025 and held it in 1 quarter. The position peaked at $3.08K in Q1 2025. 202 funds tracked by Wall St. Rank hold WFG as of Q2 2025.

  • Marshall Investment Management reported no remaining West Fraser Timber position as of Q2 2025 after selling out during the quarter.
  • Marshall Investment Management sold 40 West Fraser Timber shares in Q2 2025, an estimated $3.08K.
  • Marshall Investment Management first reported a position in West Fraser Timber in Q1 2025 and held it in 1 quarter.
  • Marshall Investment Management's West Fraser Timber position peaked at $3.08K in Q1 2025.
  • 202 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2025.

Based on Marshall Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.