CWA
PCH

Carolina Wealth Advisors’s PotlatchDeltic PCH Stock Holding History

Carolina 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
2021
Q3 		– Sell
-2,372
Closed -$126K – 291
2021
Q2 		$126K Buy
2,372
+523
+28% +$30.1K 0.08% 92
2021
Q1 		$98K Buy
+1,849
New +$95.4K 0.07% 95

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carolina Wealth Advisors's PCH Position: Q3 2021 in Review

Carolina Wealth Advisors sold out of PotlatchDeltic (PCH) in Q3 2021, closing a stake of 2,372 shares — an estimated $126K sold.

Carolina Wealth Advisors first reported a position in PCH in Q1 2021 and held it in 2 quarters. The position peaked at $126K in Q2 2021. 292 funds tracked by Wall St. Rank hold PCH as of Q3 2021.

  • Carolina Wealth Advisors reported no remaining PotlatchDeltic position as of Q3 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 2,372 PotlatchDeltic shares in Q3 2021, an estimated $126K.
  • Carolina Wealth Advisors first reported a position in PotlatchDeltic in Q1 2021 and held it in 2 quarters.
  • Carolina Wealth Advisors's PotlatchDeltic position peaked at $126K in Q2 2021.
  • 292 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2021.

Based on Carolina Wealth Advisors's 13F filing for Q3 2021, filed 22 Oct 2021.