NewGen Asset Management’s West Fraser Timber WFG Stock Holding History

NewGen Asset 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
2026 Q1	$6.53M	Buy	+100,000	New	+$6.74M	3.97%	12
2023 Q4	–	Sell	-75,000	Closed	-$5.44M	–	37
2023 Q3	$5.44M	Buy	+75,000	New	+$5.9M	4.19%	12
2023 Q2	–	Hold	0	–	–	–	43
2023 Q1	–	Hold	0	–	–	–	39
2022 Q3	–	Hold	0	–	–	–	36
2022 Q2	–	Hold	0	–	–	–	42
2021 Q4	–	Sell	-13,800	Closed	-$1.16M	–	41
2021 Q3	$1.16M	Sell	13,800 -107,000	-89%	-$7.98M	0.69%	26
2021 Q2	$8.66M	Sell	120,800 -46,075	-28%	-$3.54M	3.65%	13
2021 Q1	$12M	Buy	+166,875	New	+$11.2M	6.17%	6

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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