Nicola Wealth Management’s West Fraser Timber WFG Stock Holding History

Nicola 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
2024 Q2	–	Sell	-41,700	Closed	-$4.88M	–	120
2024 Q1	$4.88M	Hold	41,700	–	–	0.47%	52
2023 Q4	$4.73M	Buy	+41,700	New	+$3.09M	0.5%	55
2022 Q2	–	Sell	-49,350	Closed	-$4.06M	–	152
2022 Q1	$4.06M	Sell	49,350 -24,000	-33%	-$2.26M	0.36%	84
2021 Q4	$7M	Sell	73,350 -35,300	-32%	-$3.05M	0.66%	58
2021 Q3	$9.1M	Hold	108,650	–	–	0.94%	44
2021 Q2	$7.81M	Buy	108,650 +1,000	+0.9%	+$76.8K	0.8%	58
2021 Q1	$7.74M	Buy	+107,650	New	+$7.23M	0.87%	51

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nicola Wealth Management's WFG Position: Q2 2024 in Review

Nicola Wealth Management sold out of West Fraser Timber (WFG) in Q2 2024, closing a stake of 41,700 shares — an estimated $4.88M sold.

Nicola Wealth Management first reported a position in WFG in Q1 2021 and held it in 7 quarters. The position peaked at $9.1M in Q3 2021. 207 funds tracked by Wall St. Rank hold WFG as of Q2 2024.

Nicola Wealth Management reported no remaining West Fraser Timber position as of Q2 2024 after selling out during the quarter.
Nicola Wealth Management sold 41,700 West Fraser Timber shares in Q2 2024, an estimated $4.88M.
Nicola Wealth Management first reported a position in West Fraser Timber in Q1 2021 and held it in 7 quarters.
Nicola Wealth Management's West Fraser Timber position peaked at $9.1M in Q3 2021.
207 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2024.

Based on Nicola Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.