IWA
PCH

IBEX Wealth Advisors’s PotlatchDeltic PCH Stock Holding History

IBEX Wealth 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
2022
Q2 		– Sell
-51,598
Closed -$2.72M – 175
2022
Q1 		$2.72M Buy
51,598
+3,294
+7% +$180K 0.52% 72
2021
Q4 		$2.91M Buy
48,304
+3,038
+7% +$170K 0.52% 75
2021
Q3 		$2.33M Buy
45,266
+2,701
+6% +$141K 0.45% 80
2021
Q2 		$2.26M Buy
42,565
+4,119
+11% +$237K 0.45% 80
2021
Q1 		$2.04M Buy
38,446
+5,604
+17% +$289K 0.5% 75
2020
Q4 		$1.64M Buy
32,842
+3,511
+12% +$162K 0.43% 77
2020
Q3 		$1.24M Buy
+29,331
New +$1.25M 0.36% 81

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IBEX Wealth Advisors's PCH Position: Q2 2022 in Review

IBEX Wealth Advisors sold out of PotlatchDeltic (PCH) in Q2 2022, closing a stake of 51,598 shares — an estimated $2.72M sold.

IBEX Wealth Advisors first reported a position in PCH in Q3 2020 and held it in 7 quarters. The position peaked at $2.91M in Q4 2021. 321 funds tracked by Wall St. Rank hold PCH as of Q2 2022.

  • IBEX Wealth Advisors reported no remaining PotlatchDeltic position as of Q2 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 51,598 PotlatchDeltic shares in Q2 2022, an estimated $2.72M.
  • IBEX Wealth Advisors first reported a position in PotlatchDeltic in Q3 2020 and held it in 7 quarters.
  • IBEX Wealth Advisors's PotlatchDeltic position peaked at $2.91M in Q4 2021.
  • 321 funds tracked by Wall St. Rank held PotlatchDeltic as of Q2 2022.

Based on IBEX Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.