Advisornet Financial’s PotlatchDeltic PCH Stock Holding History

Advisornet Financial’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
2024 Q4	–	Sell	-17	Closed	-$766	–	2190
2024 Q3	$766	Hold	17	–	–	﹤0.01%	1979
2024 Q2	$670	Buy	+17	New	+$720	﹤0.01%	1890
2019 Q3	–	Sell	-25	Closed	-$1K	–	1928
2019 Q2	$1K	Buy	+25	New	+$939	﹤0.01%	1612
2018 Q4	–	Sell	-145	Closed	-$6K	–	1549
2018 Q3	$6K	Hold	145	–	–	﹤0.01%	1249
2018 Q2	$7K	Hold	145	–	–	﹤0.01%	1232
2018 Q1	$8K	Hold	145	–	–	﹤0.01%	1140
2017 Q4	$7K	Buy	+145	New	+$7.48K	﹤0.01%	1071

Other funds holding PCH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisornet Financial's PCH Position: Q4 2024 in Review

Advisornet Financial sold out of PotlatchDeltic (PCH) in Q4 2024, closing a stake of 17 shares — an estimated $766 sold.

Advisornet Financial first reported a position in PCH in Q4 2017 and held it in 7 quarters. The position peaked at $8K in Q1 2018. 299 funds tracked by Wall St. Rank hold PCH as of Q4 2024.

Advisornet Financial reported no remaining PotlatchDeltic position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 17 PotlatchDeltic shares in Q4 2024, an estimated $766.
Advisornet Financial first reported a position in PotlatchDeltic in Q4 2017 and held it in 7 quarters.
Advisornet Financial's PotlatchDeltic position peaked at $8K in Q1 2018.
299 funds tracked by Wall St. Rank held PotlatchDeltic as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.