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Raymond James Financial Services Advisors’s West Fraser Timber WFG Stock Holding History

Raymond James Financial Services Advisors’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 		$313K Sell
3,214
-4,410
-58% -$378K ﹤0.01% 2930
2024
Q2 		$586K Sell
7,624
-116
-1% -$9.21K ﹤0.01% 2417
2024
Q1 		$669K Buy
7,740
+105
+1% +$8.58K ﹤0.01% 2308
2023
Q4 		$653K Sell
7,635
-1,136
-13% -$84.1K ﹤0.01% 2242
2023
Q3 		$636K Buy
8,771
+569
+7% +$44.7K ﹤0.01% 2171
2023
Q2 		$705K Sell
8,202
-1,639
-17% -$124K ﹤0.01% 2137
2023
Q1 		$701K Sell
9,841
-961
-9% -$73.9K ﹤0.01% 2126
2022
Q4 		$781K Sell
10,802
-1,275
-11% -$97.2K ﹤0.01% 2003
2022
Q3 		$875K Sell
12,077
-790
-6% -$68.5K ﹤0.01% 1891
2022
Q2 		$987K Sell
12,867
-2,096
-14% -$177K ﹤0.01% 1836
2022
Q1 		$1.23M Sell
14,963
-4,521
-23% -$425K ﹤0.01% 1806
2021
Q4 		$1.86M Sell
19,484
-558
-3% -$48.3K ﹤0.01% 1589
2021
Q3 		$1.69M Buy
20,042
+5,039
+34% +$376K ﹤0.01% 1599
2021
Q2 		$1.08M Buy
15,003
+11,464
+324% +$881K ﹤0.01% 1898
2021
Q1 		$255K Buy
+3,539
New +$238K ﹤0.01% 2737

Other funds holding WFG

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
1832 Asset Management
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Raymond James Financial Services Advisors's WFG Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its West Fraser Timber (WFG) stake by 58% in Q3 2024, selling an estimated $378K and leaving 3,214 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #2930.

Raymond James Financial Services Advisors first reported a position in WFG in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.86M in Q4 2021. 208 funds tracked by Wall St. Rank hold WFG as of Q3 2024.

  • Raymond James Financial Services Advisors held 3,214 shares of West Fraser Timber worth $313K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 4,410 West Fraser Timber shares in Q3 2024, an estimated $378K.
  • West Fraser Timber made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2930 holding.
  • Raymond James Financial Services Advisors first reported a position in West Fraser Timber in Q1 2021 and has held it in 15 quarters since.
  • Raymond James Financial Services Advisors's West Fraser Timber position peaked at $1.86M in Q4 2021.
  • 208 funds tracked by Wall St. Rank held West Fraser Timber as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.