Triasima Portfolio Management’s West Fraser Timber WFG Stock Holding History

Triasima Portfolio 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
2025 Q1	–	Sell	-23,952	Closed	-$2.07M	–	169
2024 Q4	$2.07M	Sell	23,952 -2,135	-8%	-$200K	0.4%	77
2024 Q3	$2.54M	Sell	26,087 -600	-2%	-$51.4K	0.57%	56
2024 Q2	$2.05M	Sell	26,687 -148,748	-85%	-$11.8M	0.19%	78
2024 Q1	$15.1M	Buy	+175,435	New	+$14.3M	1.27%	27
2022 Q2	–	Sell	-305,750	Closed	-$25.2M	–	169
2022 Q1	$25.2M	Sell	305,750 -26,935	-8%	-$2.53M	1.21%	26
2021 Q4	$31.7M	Buy	332,685 +322,590	+3,196%	+$27.9M	1.53%	21
2021 Q3	$851K	Hold	10,095	–	–	0.05%	116
2021 Q2	$725K	Sell	10,095 -329,155	-97%	-$25.3M	0.04%	128
2021 Q1	$24.4M	Buy	+339,250	New	+$22.8M	1.23%	24

Other funds holding WFG

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Triasima Portfolio Management's WFG Position: Q1 2025 in Review

Triasima Portfolio Management sold out of West Fraser Timber (WFG) in Q1 2025, closing a stake of 23,952 shares — an estimated $2.07M sold.

Triasima Portfolio Management first reported a position in WFG in Q1 2021 and held it in 9 quarters. The position peaked at $31.7M in Q4 2021. 214 funds tracked by Wall St. Rank hold WFG as of Q1 2025.

Triasima Portfolio Management reported no remaining West Fraser Timber position as of Q1 2025 after selling out during the quarter.
Triasima Portfolio Management sold 23,952 West Fraser Timber shares in Q1 2025, an estimated $2.07M.
Triasima Portfolio Management first reported a position in West Fraser Timber in Q1 2021 and held it in 9 quarters.
Triasima Portfolio Management's West Fraser Timber position peaked at $31.7M in Q4 2021.
214 funds tracked by Wall St. Rank held West Fraser Timber as of Q1 2025.

Based on Triasima Portfolio Management's 13F filing for Q1 2025, filed 2 May 2025.