AWM
PCH

Accel Wealth Management’s PotlatchDeltic PCH Stock Holding History

Accel Wealth Management’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-622
Closed -$30.8K – 656
2023
Q1 		$30.8K Hold
622
– – 0.01% 593
2022
Q4 		$27.4K Hold
622
– – 0.01% 480
2022
Q3 		$27K Buy
+622
New +$28.6K 0.01% 490

Other funds holding PCH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Accel Wealth Management's PCH Position: Q2 2023 in Review

Accel Wealth Management sold out of PotlatchDeltic (PCH) in Q2 2023, closing a stake of 622 shares — an estimated $30.8K sold.

Accel Wealth Management first reported a position in PCH in Q3 2022 and held it in 3 quarters. The position peaked at $30.8K in Q1 2023. 306 funds tracked by Wall St. Rank hold PCH as of Q2 2023.

  • Accel Wealth Management reported no remaining PotlatchDeltic position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 622 PotlatchDeltic shares in Q2 2023, an estimated $30.8K.
  • Accel Wealth Management first reported a position in PotlatchDeltic in Q3 2022 and held it in 3 quarters.
  • Accel Wealth Management's PotlatchDeltic position peaked at $30.8K in Q1 2023.
  • 306 funds tracked by Wall St. Rank held PotlatchDeltic as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.