Financial Gravity Asset Management’s PotlatchDeltic PCH Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-3	Closed	-$121	–	2139
2024 Q1	$121	Buy	+3	New	+$138	﹤0.01%	1704
2023 Q3	–	Sell	-53	Closed	-$437	–	1619
2023 Q2	$437	Buy	53 +3	+6%	+$144	﹤0.01%	1026
2023 Q1	$1	Buy	50 +6	+14%	+$282	﹤0.01%	1073
2022 Q4	$9.42K	Buy	+44	New	+$1.99K	0.05%	267
2021 Q3	–	Sell	-1	Closed	-$53K	–	990
2021 Q2	$53K	Hold	1	–	–	0.02%	543
2021 Q1	$58	Hold	1	–	–	﹤0.01%	542
2020 Q4	$0	Buy	+1	New	+$46	﹤0.01%	627
2019 Q4	–	Sell	-1	Closed	–	–	1622
2019 Q3	$0	Sell	1 -79	-99%	-$3.06K	﹤0.01%	1458
2019 Q2	$3K	Buy	+80	New	+$3K	﹤0.01%	824
2018 Q2	–	Sell	-68	Closed	-$4K	–	1565
2018 Q1	$4K	Buy	+68	New	+$3.54K	﹤0.01%	799

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 $105B AUM 38.07% 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

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

WHG

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

Financial Gravity Asset Management's PCH Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of PotlatchDeltic (PCH) in Q2 2024, closing a stake of 3 shares — an estimated $121 sold.

Financial Gravity Asset Management first reported a position in PCH in Q1 2018 and held it in 10 quarters. The position peaked at $53K in Q2 2021. 305 funds tracked by Wall St. Rank hold PCH as of Q2 2024.

Financial Gravity Asset Management reported no remaining PotlatchDeltic position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 3 PotlatchDeltic shares in Q2 2024, an estimated $121.
Financial Gravity Asset Management first reported a position in PotlatchDeltic in Q1 2018 and held it in 10 quarters.
Financial Gravity Asset Management's PotlatchDeltic position peaked at $53K in Q2 2021.
305 funds tracked by Wall St. Rank held PotlatchDeltic as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.