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

Sugarloaf 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 Q4	$12.3K	Buy	+142	New	+$13.3K	﹤0.01%	467
2023 Q4	–	Sell	-142	Closed	-$10.3K	–	703
2023 Q3	$10.3K	Hold	142	–	–	﹤0.01%	461
2023 Q2	$12.2K	Hold	142	–	–	﹤0.01%	449
2023 Q1	$10.1K	Hold	142	–	–	﹤0.01%	473
2022 Q4	$10.3K	Hold	142	–	–	﹤0.01%	493
2022 Q3	$11K	Hold	142	–	–	﹤0.01%	515
2022 Q2	$11K	Buy	+142	New	+$12K	﹤0.01%	520
2022 Q1	–	Sell	-142	Closed	-$14K	–	766
2021 Q4	$14K	Buy	+142	New	+$12.3K	﹤0.01%	479
2021 Q3	–	Sell	-142	Closed	-$10K	–	810
2021 Q2	$10K	Buy	+142	New	+$10.9K	﹤0.01%	500

Other funds holding WFG

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's WFG Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in West Fraser Timber (WFG) in Q4 2024: 142 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: Sugarloaf Wealth Management previously reported a position in WFG as recently as Q3 2023.

Sugarloaf Wealth Management first reported a position in WFG in Q2 2021 and has held it in 9 quarters since. The position peaked at $14K in Q4 2021. 212 funds tracked by Wall St. Rank hold WFG as of Q4 2024.

Sugarloaf Wealth Management held 142 shares of West Fraser Timber worth $12.3K as of Q4 2024.
West Fraser Timber was a new Sugarloaf Wealth Management position in Q4 2024.
West Fraser Timber made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #467 holding.
Sugarloaf Wealth Management first reported a position in West Fraser Timber in Q2 2021 and has held it in 9 quarters since.
Sugarloaf Wealth Management's West Fraser Timber position peaked at $14K in Q4 2021.
212 funds tracked by Wall St. Rank held West Fraser Timber as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.