Perpetual Ltd’s West Fraser Timber WFG Stock Holding History

Perpetual Ltd’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
2023 Q3	–	Sell	-58,611	Closed	-$5.03M	–	503
2023 Q2	$5.03M	Sell	58,611 -2,837	-5%	-$214K	0.04%	184
2023 Q1	$4.38M	Buy	+61,448	New	+$4.72M	0.04%	193

Other funds holding WFG

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Perpetual Ltd's WFG Position: Q3 2023 in Review

Perpetual Ltd sold out of West Fraser Timber (WFG) in Q3 2023, closing a stake of 58,611 shares — an estimated $5.03M sold.

Perpetual Ltd first reported a position in WFG in Q1 2023 and held it in 2 quarters. The position peaked at $5.03M in Q2 2023. 203 funds tracked by Wall St. Rank hold WFG as of Q3 2023.

Perpetual Ltd reported no remaining West Fraser Timber position as of Q3 2023 after selling out during the quarter.
Perpetual Ltd sold 58,611 West Fraser Timber shares in Q3 2023, an estimated $5.03M.
Perpetual Ltd first reported a position in West Fraser Timber in Q1 2023 and held it in 2 quarters.
Perpetual Ltd's West Fraser Timber position peaked at $5.03M in Q2 2023.
203 funds tracked by Wall St. Rank held West Fraser Timber as of Q3 2023.

Based on Perpetual Ltd's 13F filing for Q3 2023, filed 10 Oct 2023.