GWS
PCH

Glassman Wealth Services’s PotlatchDeltic PCH Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-58
Closed -$2.85K – 1347
2023
Q4 		$2.85K Hold
58
– – ﹤0.01% 1242
2023
Q3 		$2.63K Hold
58
– – ﹤0.01% 1245
2023
Q2 		$3.06K Hold
58
– – ﹤0.01% 1135
2023
Q1 		$2.87K Buy
58
+6
+12% +$282 ﹤0.01% 1150
2022
Q4 		$2.29K Hold
52
– – ﹤0.01% 1226
2022
Q3 		$2K Buy
+52
New +$2.39K ﹤0.01% 1253

Other funds holding PCH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
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

Glassman Wealth Services's PCH Position: Q1 2024 in Review

Glassman Wealth Services sold out of PotlatchDeltic (PCH) in Q1 2024, closing a stake of 58 shares — an estimated $2.85K sold.

Glassman Wealth Services first reported a position in PCH in Q3 2022 and held it in 6 quarters. The position peaked at $3.06K in Q2 2023. 298 funds tracked by Wall St. Rank hold PCH as of Q1 2024.

  • Glassman Wealth Services reported no remaining PotlatchDeltic position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 58 PotlatchDeltic shares in Q1 2024, an estimated $2.85K.
  • Glassman Wealth Services first reported a position in PotlatchDeltic in Q3 2022 and held it in 6 quarters.
  • Glassman Wealth Services's PotlatchDeltic position peaked at $3.06K in Q2 2023.
  • 298 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.