AWM
PCH

Avior Wealth Management’s PotlatchDeltic PCH Stock Holding History

Avior 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
2025
Q1 		– Sell
-144
Closed -$5.65K – 1858
2024
Q4 		$5.65K Hold
144
– – ﹤0.01% 1823
2024
Q3 		$6.49K Hold
144
– – ﹤0.01% 1685
2024
Q2 		$5.67K Sell
144
-16
-10% -$678 ﹤0.01% 1685
2024
Q1 		$7.52K Buy
+160
New +$7.37K ﹤0.01% 1957

Other funds holding PCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Avior Wealth Management's PCH Position: Q1 2025 in Review

Avior Wealth Management sold out of PotlatchDeltic (PCH) in Q1 2025, closing a stake of 144 shares — an estimated $5.65K sold.

Avior Wealth Management first reported a position in PCH in Q1 2024 and held it in 4 quarters. The position peaked at $7.52K in Q1 2024. 315 funds tracked by Wall St. Rank hold PCH as of Q1 2025.

  • Avior Wealth Management reported no remaining PotlatchDeltic position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 144 PotlatchDeltic shares in Q1 2025, an estimated $5.65K.
  • Avior Wealth Management first reported a position in PotlatchDeltic in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's PotlatchDeltic position peaked at $7.52K in Q1 2024.
  • 315 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.