SFS
WFG icon

Sowell Financial Services’s West Fraser Timber WFG Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-8
Closed -$1K – 2727
2021
Q1 		$1K Buy
+8
New +$538 ﹤0.01% 3028

Other funds holding WFG

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sowell Financial Services's WFG Position: Q2 2021 in Review

Sowell Financial Services sold out of West Fraser Timber (WFG) in Q2 2021, closing a stake of 8 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in WFG in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 182 funds tracked by Wall St. Rank hold WFG as of Q2 2021.

  • Sowell Financial Services reported no remaining West Fraser Timber position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 8 West Fraser Timber shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in West Fraser Timber in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's West Fraser Timber position peaked at $1K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.