CM Wealth Advisors’s PotlatchDeltic PCH Stock Holding History

CM 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
2023 Q2	–	Sell	-16,084	Closed	-$728K	–	355
2023 Q1	$728K	Buy	+16,084	New	+$755K	0.14%	204

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

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

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

CM Wealth Advisors's PCH Position: Q2 2023 in Review

CM Wealth Advisors sold out of PotlatchDeltic (PCH) in Q2 2023, closing a stake of 16,084 shares — an estimated $728K sold.

CM Wealth Advisors first reported a position in PCH in Q1 2023 and held it in 1 quarter. The position peaked at $728K in Q1 2023. 305 funds tracked by Wall St. Rank hold PCH as of Q2 2023.

CM Wealth Advisors reported no remaining PotlatchDeltic position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 16,084 PotlatchDeltic shares in Q2 2023, an estimated $728K.
CM Wealth Advisors first reported a position in PotlatchDeltic in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's PotlatchDeltic position peaked at $728K in Q1 2023.
305 funds tracked by Wall St. Rank held PotlatchDeltic as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.