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Reilly Financial Advisors’s West Fraser Timber WFG Stock Holding History

Reilly Financial 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
2021
Q3 		– Sell
-25
Closed -$2K – 1071
2021
Q2 		$2K Buy
+25
New +$1.92K ﹤0.01% 934

Other funds holding WFG

PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Reilly Financial Advisors's WFG Position: Q3 2021 in Review

Reilly Financial Advisors sold out of West Fraser Timber (WFG) in Q3 2021, closing a stake of 25 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in WFG in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 198 funds tracked by Wall St. Rank hold WFG as of Q3 2021.

  • Reilly Financial Advisors reported no remaining West Fraser Timber position as of Q3 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 25 West Fraser Timber shares in Q3 2021, an estimated $2K.
  • Reilly Financial Advisors first reported a position in West Fraser Timber in Q2 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's West Fraser Timber position peaked at $2K in Q2 2021.
  • 198 funds tracked by Wall St. Rank held West Fraser Timber as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.