CWM
PCH

Curi Wealth Management’s PotlatchDeltic PCH Stock Holding History

Curi 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
2022
Q3 		– Sell
-196
Closed -$9K – 555
2022
Q2 		$9K Hold
196
– – ﹤0.01% 390
2022
Q1 		$10K Hold
196
– – ﹤0.01% 362
2021
Q4 		$11K Buy
+196
New +$11K ﹤0.01% 310
2021
Q1 		– Sell
-196
Closed -$9K – 375
2020
Q4 		$9K Buy
+196
New +$9.02K 0.01% 266

Other funds holding PCH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Curi Wealth Management's PCH Position: Q3 2022 in Review

Curi Wealth Management sold out of PotlatchDeltic (PCH) in Q3 2022, closing a stake of 196 shares — an estimated $9K sold.

Curi Wealth Management first reported a position in PCH in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q4 2021. 332 funds tracked by Wall St. Rank hold PCH as of Q3 2022.

  • Curi Wealth Management reported no remaining PotlatchDeltic position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 196 PotlatchDeltic shares in Q3 2022, an estimated $9K.
  • Curi Wealth Management first reported a position in PotlatchDeltic in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's PotlatchDeltic position peaked at $11K in Q4 2021.
  • 332 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.