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SimplyRich’s West Fraser Timber WFG Stock Holding History

SimplyRich’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
Q4 		– Sell
-4,643
Closed -$336K – 180
2023
Q3 		$336K Sell
4,643
-7
-0.2% -$550 0.16% 113
2023
Q2 		$399K Sell
4,650
-675
-13% -$50.9K 0.14% 128
2023
Q1 		$379K Buy
5,325
+1,897
+55% +$146K 0.14% 127
2022
Q4 		$247K Buy
+3,428
New +$261K 0.1% 155

Other funds holding WFG

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 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
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SimplyRich's WFG Position: Q4 2023 in Review

SimplyRich sold out of West Fraser Timber (WFG) in Q4 2023, closing a stake of 4,643 shares — an estimated $336K sold.

SimplyRich first reported a position in WFG in Q4 2022 and held it in 4 quarters. The position peaked at $399K in Q2 2023. 198 funds tracked by Wall St. Rank hold WFG as of Q4 2023.

  • SimplyRich reported no remaining West Fraser Timber position as of Q4 2023 after selling out during the quarter.
  • SimplyRich sold 4,643 West Fraser Timber shares in Q4 2023, an estimated $336K.
  • SimplyRich first reported a position in West Fraser Timber in Q4 2022 and held it in 4 quarters.
  • SimplyRich's West Fraser Timber position peaked at $399K in Q2 2023.
  • 198 funds tracked by Wall St. Rank held West Fraser Timber as of Q4 2023.

Based on SimplyRich's 13F filing for Q4 2023, filed 26 Jan 2024.