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

Venturi 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
2025
Q1 		– Sell
-34
Closed -$2.94K – 1841
2024
Q4 		$2.94K Buy
+34
New +$3.19K ﹤0.01% 1800

Other funds holding WFG

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Venturi Wealth Management's WFG Position: Q1 2025 in Review

Venturi Wealth Management sold out of West Fraser Timber (WFG) in Q1 2025, closing a stake of 34 shares — an estimated $2.94K sold.

Venturi Wealth Management first reported a position in WFG in Q4 2024 and held it in 1 quarter. The position peaked at $2.94K in Q4 2024. 214 funds tracked by Wall St. Rank hold WFG as of Q1 2025.

  • Venturi Wealth Management reported no remaining West Fraser Timber position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 34 West Fraser Timber shares in Q1 2025, an estimated $2.94K.
  • Venturi Wealth Management first reported a position in West Fraser Timber in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's West Fraser Timber position peaked at $2.94K in Q4 2024.
  • 214 funds tracked by Wall St. Rank held West Fraser Timber as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.