GWMIA
PCH

Global Wealth Management Investment Advisory’s PotlatchDeltic PCH Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-8
Closed – – 573
2020
Q2 		$0 Hold
8
– – ﹤0.01% 651
2020
Q1 		$0 Sell
8
-7
-47% -$271 ﹤0.01% 644
2019
Q4 		$1K Buy
15
+7
+88% +$299 ﹤0.01% 566
2019
Q3 		$0 Sell
8
-49
-86% -$1.9K ﹤0.01% 700
2019
Q2 		$2K Buy
+57
New +$2.14K ﹤0.01% 583

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Global Wealth Management Investment Advisory's PCH Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of PotlatchDeltic (PCH) in Q3 2020, closing a stake of 8 shares.

Global Wealth Management Investment Advisory first reported a position in PCH in Q2 2019 and held it in 5 quarters. The position peaked at $2K in Q2 2019. 255 funds tracked by Wall St. Rank hold PCH as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining PotlatchDeltic position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 8 PotlatchDeltic shares in Q3 2020.
  • Global Wealth Management Investment Advisory first reported a position in PotlatchDeltic in Q2 2019 and held it in 5 quarters.
  • Global Wealth Management Investment Advisory's PotlatchDeltic position peaked at $2K in Q2 2019.
  • 255 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.