Bogart Wealth LLC’s PotlatchDeltic PCH Stock Holding History

Bogart Wealth LLC’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	-33	Closed	-$1.48K	–	1364
2024 Q3	$1.48K	Buy	33 +1	+3%	+$42	﹤0.01%	997
2024 Q2	$1.28K	Buy	+32	New	+$1.35K	﹤0.01%	986

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 $94.8B AUM 24.11% 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

Bogart Wealth LLC's PCH Position: Q4 2024 in Review

Bogart Wealth LLC sold out of PotlatchDeltic (PCH) in Q4 2024, closing a stake of 33 shares — an estimated $1.48K sold.

Bogart Wealth LLC first reported a position in PCH in Q2 2024 and held it in 2 quarters. The position peaked at $1.48K in Q3 2024. 299 funds tracked by Wall St. Rank hold PCH as of Q4 2024.

Bogart Wealth LLC reported no remaining PotlatchDeltic position as of Q4 2024 after selling out during the quarter.
Bogart Wealth LLC sold 33 PotlatchDeltic shares in Q4 2024, an estimated $1.48K.
Bogart Wealth LLC first reported a position in PotlatchDeltic in Q2 2024 and held it in 2 quarters.
Bogart Wealth LLC's PotlatchDeltic position peaked at $1.48K in Q3 2024.
299 funds tracked by Wall St. Rank held PotlatchDeltic as of Q4 2024.

Based on Bogart Wealth LLC's 13F filing for Q4 2024, filed 30 Jan 2025.