Phoenix Financial’s West Fraser Timber WFG Stock Holding History

Phoenix Financial’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 Q3	–	Sell	-23,840	Closed	-$1.84M	–	408
2024 Q2	$1.84M	Buy	23,840 +8,000	+51%	+$635K	0.03%	190
2024 Q1	$1.37M	Sell	15,840 -17,505	-52%	-$1.43M	0.02%	211
2023 Q4	$2.86M	Buy	+33,345	New	+$2.47M	0.05%	165

Other funds holding WFG

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

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

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

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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Phoenix Financial's WFG Position: Q3 2024 in Review

Phoenix Financial sold out of West Fraser Timber (WFG) in Q3 2024, closing a stake of 23,840 shares — an estimated $1.84M sold.

Phoenix Financial first reported a position in WFG in Q4 2023 and held it in 3 quarters. The position peaked at $2.86M in Q4 2023. 208 funds tracked by Wall St. Rank hold WFG as of Q3 2024.

Phoenix Financial reported no remaining West Fraser Timber position as of Q3 2024 after selling out during the quarter.
Phoenix Financial sold 23,840 West Fraser Timber shares in Q3 2024, an estimated $1.84M.
Phoenix Financial first reported a position in West Fraser Timber in Q4 2023 and held it in 3 quarters.
Phoenix Financial's West Fraser Timber position peaked at $2.86M in Q4 2023.
208 funds tracked by Wall St. Rank held West Fraser Timber as of Q3 2024.

Based on Phoenix Financial's 13F filing for Q3 2024, filed 5 Nov 2024.