KWAG
PCH

Kiely Wealth Advisory Group’s PotlatchDeltic PCH Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$2.6K Hold
58
– – ﹤0.01% 285
2024
Q3 		$2.41K Hold
58
– – ﹤0.01% 288
2024
Q2 		$2.42K Hold
58
– – ﹤0.01% 272
2024
Q1 		$2.38K Hold
58
– – ﹤0.01% 246
2023
Q4 		$2.67K Buy
+58
New +$2.66K ﹤0.01% 236

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kiely Wealth Advisory Group's PCH Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its PotlatchDeltic (PCH) position steady in Q4 2024 at 58 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Kiely Wealth Advisory Group first reported a position in PCH in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.67K in Q4 2023. 299 funds tracked by Wall St. Rank hold PCH as of Q4 2024.

  • Kiely Wealth Advisory Group held 58 shares of PotlatchDeltic worth $2.6K as of Q4 2024.
  • Kiely Wealth Advisory Group left its PotlatchDeltic share count unchanged in Q4 2024.
  • PotlatchDeltic made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #285 holding.
  • Kiely Wealth Advisory Group first reported a position in PotlatchDeltic in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's PotlatchDeltic position peaked at $2.67K in Q4 2023.
  • 299 funds tracked by Wall St. Rank held PotlatchDeltic as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.