BWA
PCH

Burt Wealth Advisors’s PotlatchDeltic PCH Stock Holding History

Burt Wealth Advisors’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
2020
Q3 		– Sell
-33
Closed -$1K – 428
2020
Q2 		$1K Hold
33
– – ﹤0.01% 385
2020
Q1 		$1K Buy
+33
New +$1.28K ﹤0.01% 381

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Burt Wealth Advisors's PCH Position: Q3 2020 in Review

Burt Wealth Advisors sold out of PotlatchDeltic (PCH) in Q3 2020, closing a stake of 33 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in PCH in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 255 funds tracked by Wall St. Rank hold PCH as of Q3 2020.

  • Burt Wealth Advisors reported no remaining PotlatchDeltic position as of Q3 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 33 PotlatchDeltic shares in Q3 2020, an estimated $1K.
  • Burt Wealth Advisors first reported a position in PotlatchDeltic in Q1 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's PotlatchDeltic position peaked at $1K in Q2 2020.
  • 255 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.