Moody Aldrich Partners’s West Fraser Timber WFG Stock Holding History

Moody Aldrich Partners’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
2024 Q1	–	Sell	-18,600	Closed	-$1.6M	–	241
2023 Q4	$1.6M	Hold	18,600	–	–	0.29%	104
2023 Q3	$1.36M	Buy	+18,600	New	+$1.46M	0.26%	103
2022 Q2	–	Sell	-23,500	Closed	-$1.94M	–	167
2022 Q1	$1.94M	Buy	+23,500	New	+$2.21M	0.27%	88

Other funds holding WFG

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

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

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

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 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

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

Norges Bank Oslo, Norway $935B AUM

Moody Aldrich Partners's WFG Position: Q1 2024 in Review

Moody Aldrich Partners sold out of West Fraser Timber (WFG) in Q1 2024, closing a stake of 18,600 shares — an estimated $1.6M sold.

Moody Aldrich Partners first reported a position in WFG in Q1 2022 and held it in 3 quarters. The position peaked at $1.94M in Q1 2022. 199 funds tracked by Wall St. Rank hold WFG as of Q1 2024.

Moody Aldrich Partners reported no remaining West Fraser Timber position as of Q1 2024 after selling out during the quarter.
Moody Aldrich Partners sold 18,600 West Fraser Timber shares in Q1 2024, an estimated $1.6M.
Moody Aldrich Partners first reported a position in West Fraser Timber in Q1 2022 and held it in 3 quarters.
Moody Aldrich Partners's West Fraser Timber position peaked at $1.94M in Q1 2022.
199 funds tracked by Wall St. Rank held West Fraser Timber as of Q1 2024.

Based on Moody Aldrich Partners's 13F filing for Q1 2024, filed 30 Apr 2024.