Spire Wealth Management’s West Fraser Timber WFG Stock Holding History

Spire Wealth Management’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 Q1	–	Sell	-153	Closed	-$12.7K	–	2417
2023 Q4	$12.7K	Sell	153 -50	-25%	-$3.7K	﹤0.01%	1680
2023 Q3	$14.7K	Sell	203 -15	-7%	-$1.18K	﹤0.01%	1610
2023 Q2	$18.7K	Hold	218	–	–	﹤0.01%	1610
2023 Q1	$15.6K	Buy	218 +130	+148%	+$9.99K	﹤0.01%	1708
2022 Q4	$6K	Hold	88	–	–	﹤0.01%	1798
2022 Q3	$6K	Sell	88 -130	-60%	-$11.3K	﹤0.01%	1719
2022 Q2	$17K	Buy	+218	New	+$18.4K	﹤0.01%	1742
2022 Q1	–	Sell	-860	Closed	-$82K	–	2903
2021 Q4	$82K	Buy	+860	New	+$74.4K	﹤0.01%	1495

Other funds holding WFG

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

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 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

Norges Bank Oslo, Norway $935B AUM

Spire Wealth Management's WFG Position: Q1 2024 in Review

Spire Wealth Management sold out of West Fraser Timber (WFG) in Q1 2024, closing a stake of 153 shares — an estimated $12.7K sold.

Spire Wealth Management first reported a position in WFG in Q4 2021 and held it in 8 quarters. The position peaked at $82K in Q4 2021. 199 funds tracked by Wall St. Rank hold WFG as of Q1 2024.

Spire Wealth Management reported no remaining West Fraser Timber position as of Q1 2024 after selling out during the quarter.
Spire Wealth Management sold 153 West Fraser Timber shares in Q1 2024, an estimated $12.7K.
Spire Wealth Management first reported a position in West Fraser Timber in Q4 2021 and held it in 8 quarters.
Spire Wealth Management's West Fraser Timber position peaked at $82K in Q4 2021.
199 funds tracked by Wall St. Rank held West Fraser Timber as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.