Financial Engines Advisors’s PotlatchDeltic PCH Stock Holding History

Financial Engines 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
2024 Q1	–	Sell	-5,152	Closed	-$253K	–	347
2023 Q4	$253K	Sell	5,152 -2,217	-30%	-$102K	﹤0.01%	287
2023 Q3	$334K	Buy	7,369 +2,960	+67%	+$146K	﹤0.01%	233
2023 Q2	$233K	Buy	4,409 +109	+3%	+$5.24K	﹤0.01%	266
2023 Q1	$213K	Sell	4,300 -620	-13%	-$29.1K	﹤0.01%	274
2022 Q4	$216K	Buy	+4,920	New	+$223K	﹤0.01%	273
2022 Q3	–	Sell	-5,137	Closed	-$227K	–	298
2022 Q2	$227K	Buy	5,137 +622	+14%	+$32.1K	﹤0.01%	279
2022 Q1	$238K	Sell	4,515 -35	-0.8%	-$1.91K	﹤0.01%	285
2021 Q4	$274K	Buy	4,550 +297	+7%	+$16.7K	﹤0.01%	229
2021 Q3	$219K	Buy	+4,253	New	+$222K	﹤0.01%	255
2021 Q2	–	Sell	-4,524	Closed	-$239K	–	246
2021 Q1	$239K	Sell	4,524 -370	-8%	-$19.1K	﹤0.01%	242
2020 Q4	$245K	Sell	4,894 -194	-4%	-$8.92K	﹤0.01%	229
2020 Q3	$214K	Sell	5,088 -718	-12%	-$30.7K	﹤0.01%	223
2020 Q2	$221K	Buy	+5,806	New	+$196K	﹤0.01%	189
2020 Q1	–	Sell	-5,140	Closed	-$222K	–	161
2019 Q4	$222K	Sell	5,140 -374	-7%	-$16K	﹤0.01%	129
2019 Q3	$227K	Buy	+5,514	New	+$214K	﹤0.01%	116
2018 Q4	–	Sell	-4,229	Closed	-$173K	–	161
2018 Q3	$173K	Sell	4,229 -164	-4%	-$7.75K	﹤0.01%	59
2018 Q2	$223K	Sell	4,393 -163	-4%	-$8.26K	0.01%	56
2018 Q1	$237K	Buy	4,556 +2,860	+169%	+$149K	0.01%	55
2017 Q4	$85K	Buy	1,696 +30	+2%	+$1.55K	﹤0.01%	67
2017 Q3	$85K	Sell	1,666 -650	-28%	-$30.8K	﹤0.01%	78
2017 Q2	$106K	Sell	2,316 -2,779	-55%	-$128K	﹤0.01%	55
2017 Q1	$233K	Buy	5,095 +3,638	+250%	+$157K	0.01%	52
2016 Q4	$61K	Sell	1,457 -39	-3%	-$1.57K	﹤0.01%	59
2016 Q3	$58K	Sell	1,496 -15	-1%	-$563	0.05%	49
2016 Q2	$52K	Sell	1,511 -499	-25%	-$16.9K	0.04%	48
2016 Q1	$63K	Buy	2,010 +557	+38%	+$15.5K	0.05%	46
2015 Q4	$44K	Sell	1,453 -1,075	-43%	-$33.6K	0.04%	49
2015 Q3	$73K	Sell	2,528 -802	-24%	-$26.9K	0.05%	49
2015 Q2	$118K	Sell	3,330 -440	-12%	-$16.2K	0.07%	48
2015 Q1	$158K	Sell	3,770 -2,178	-37%	-$88.2K	0.13%	45
2014 Q4	$249K	Sell	5,948 -382	-6%	-$16.1K	0.21%	44
2014 Q3	$255K	Sell	6,330 -4,112	-39%	-$172K	0.2%	44
2014 Q2	$432K	Buy	10,442 +4,586	+78%	+$180K	0.37%	39
2014 Q1	$227K	Sell	5,856 -1,037	-15%	-$41.1K	0.19%	40
2013 Q4	$288K	Sell	6,893 -5,616	-45%	-$228K	0.24%	40
2013 Q3	$496K	Buy	12,509 +3,009	+32%	+$124K	0.41%	34
2013 Q2	$384K	Buy	+9,500	New	+$436K	0.33%	34

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Financial Engines Advisors's PCH Position: Q1 2024 in Review

Financial Engines Advisors sold out of PotlatchDeltic (PCH) in Q1 2024, closing a stake of 5,152 shares — an estimated $253K sold.

Financial Engines Advisors first reported a position in PCH in Q2 2013 and held it in 37 quarters. The position peaked at $496K in Q3 2013. 297 funds tracked by Wall St. Rank hold PCH as of Q1 2024.

Financial Engines Advisors reported no remaining PotlatchDeltic position as of Q1 2024 after selling out during the quarter.
Financial Engines Advisors sold 5,152 PotlatchDeltic shares in Q1 2024, an estimated $253K.
Financial Engines Advisors first reported a position in PotlatchDeltic in Q2 2013 and held it in 37 quarters.
Financial Engines Advisors's PotlatchDeltic position peaked at $496K in Q3 2013.
297 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2024.

Based on Financial Engines Advisors's 13F filing for Q1 2024, filed 13 May 2024.