LWAC
PCH

Laurel Wealth Advisors (California)’s PotlatchDeltic PCH Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$1.49M Sell
33,860
-1,300
-4% -$58.8K 0.15% 158
2022
Q3 		$1.44M Hold
35,160
– – 0.15% 150
2022
Q2 		$1.55M Sell
35,160
-1,700
-5% -$87.7K 0.16% 140
2022
Q1 		$1.94M Buy
36,860
+6,880
+23% +$375K 0.16% 137
2021
Q4 		$1.8M Sell
29,980
-705
-2% -$39.5K 0.14% 148
2021
Q3 		$1.58M Hold
30,685
– – 0.29% 71
2021
Q2 		$1.63M Buy
30,685
+5,924
+24% +$341K 0.21% 112
2021
Q1 		$1.31M Buy
24,761
+2,822
+13% +$146K 0.2% 118
2020
Q4 		$1.1M Buy
21,939
+1,189
+6% +$54.7K 0.16% 148
2020
Q3 		$874K Sell
20,750
-1,080
-5% -$46.2K 0.14% 153
2020
Q2 		$830K Sell
21,830
-1,034
-5% -$35K 0.15% 152
2020
Q1 		$718K Sell
22,864
-31
-0.1% -$1.2K 0.16% 150
2019
Q4 		$991K Buy
22,895
+80
+0.4% +$3.42K 0.17% 155
2019
Q3 		$937K Sell
22,815
-802
-3% -$31.1K 0.16% 157
2019
Q2 		$921K Buy
23,617
+369
+2% +$13.9K 0.2% 130
2019
Q1 		$879K Buy
23,248
+320
+1% +$11.4K 0.22% 127
2018
Q4 		$725K Buy
22,928
+1,441
+7% +$51.5K 0.21% 120
2018
Q3 		$879K Buy
21,487
+3
+0% +$142 0.22% 112
2018
Q2 		$1.09M Buy
21,484
+261
+1% +$13.2K 0.29% 93
2018
Q1 		$1.1M Buy
21,223
+4
+0% +$208 0.34% 81
2017
Q4 		$1.06M Hold
21,219
– – 0.3% 88
2017
Q3 		$1.08M Hold
21,219
– – 0.36% 81
2017
Q2 		$969K Buy
21,219
+1,275
+6% +$58.6K 0.34% 81
2017
Q1 		$911K Buy
19,944
+1,065
+6% +$46K 0.35% 79
2016
Q4 		$786K Hold
18,879
– – 0.35% 80
2016
Q3 		$734K Buy
18,879
+110
+0.6% +$4.13K 0.35% 82
2016
Q2 		$640K Sell
18,769
-319
-2% -$10.8K 0.31% 89
2016
Q1 		$601K Hold
19,088
– – 0.3% 88
2015
Q4 		$577K Buy
+19,088
New +$597K 0.3% 91

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
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Laurel Wealth Advisors (California)'s PCH Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its PotlatchDeltic (PCH) stake by 3.7% in Q4 2022, selling an estimated $58.8K and leaving 33,860 shares worth $1.49M. The position accounts for 0.15% of the portfolio, ranked #158.

Laurel Wealth Advisors (California) first reported a position in PCH in Q4 2015 and has held it in 29 quarters since. The position peaked at $1.94M in Q1 2022. 325 funds tracked by Wall St. Rank hold PCH as of Q4 2022.

  • Laurel Wealth Advisors (California) held 33,860 shares of PotlatchDeltic worth $1.49M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 1,300 PotlatchDeltic shares in Q4 2022, an estimated $58.8K.
  • PotlatchDeltic made up 0.15% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #158 holding.
  • Laurel Wealth Advisors (California) first reported a position in PotlatchDeltic in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s PotlatchDeltic position peaked at $1.94M in Q1 2022.
  • 325 funds tracked by Wall St. Rank held PotlatchDeltic as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.