First Personal Financial Services’s PotlatchDeltic PCH Stock Holding History

First Personal Financial Services’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 Q3	$478K	Hold	10,621	–	–	0.1%	89
2024 Q2	$418K	Sell	10,621 -59	-0.6%	-$2.5K	0.09%	91
2024 Q1	$502K	Hold	10,680	–	–	0.12%	82
2023 Q4	$524K	Hold	10,680	–	–	0.13%	80
2023 Q3	$485K	Buy	10,680 +9,059	+559%	+$447K	0.13%	79
2023 Q2	$85.7K	Hold	1,621	–	–	0.02%	169
2023 Q1	$80.2K	Hold	1,621	–	–	0.02%	169
2022 Q4	$71.3K	Hold	1,621	–	–	0.02%	179
2022 Q3	$67K	Hold	1,621	–	–	0.02%	170
2022 Q2	$72K	Hold	1,621	–	–	0.02%	155
2022 Q1	$85K	Hold	1,621	–	–	0.02%	156
2021 Q4	$98K	Buy	+1,621	New	+$90.9K	0.02%	150

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

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

WHG

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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Personal Financial Services's PCH Position: Q3 2024 in Review

First Personal Financial Services held its PotlatchDeltic (PCH) position steady in Q3 2024 at 10,621 shares worth $478K. The position accounts for 0.1% of the portfolio, ranked #89.

First Personal Financial Services first reported a position in PCH in Q4 2021 and has held it in 12 quarters since. The position peaked at $524K in Q4 2023. 322 funds tracked by Wall St. Rank hold PCH as of Q3 2024.

First Personal Financial Services held 10,621 shares of PotlatchDeltic worth $478K as of Q3 2024.
First Personal Financial Services left its PotlatchDeltic share count unchanged in Q3 2024.
PotlatchDeltic made up 0.1% of First Personal Financial Services's portfolio in Q3 2024, its #89 holding.
First Personal Financial Services first reported a position in PotlatchDeltic in Q4 2021 and has held it in 12 quarters since.
First Personal Financial Services's PotlatchDeltic position peaked at $524K in Q4 2023.
322 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.