LifeSteps Financial’s PotlatchDeltic PCH Stock Holding History

LifeSteps Financial’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 Q2	–	Sell	-300	Closed	-$14.1K	–	312
2024 Q1	$14.1K	Buy	+300	New	+$13.8K	0.01%	272

Other funds holding PCH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

LifeSteps Financial's PCH Position: Q2 2024 in Review

LifeSteps Financial sold out of PotlatchDeltic (PCH) in Q2 2024, closing a stake of 300 shares — an estimated $14.1K sold.

LifeSteps Financial first reported a position in PCH in Q1 2024 and held it in 1 quarter. The position peaked at $14.1K in Q1 2024. 305 funds tracked by Wall St. Rank hold PCH as of Q2 2024.

LifeSteps Financial reported no remaining PotlatchDeltic position as of Q2 2024 after selling out during the quarter.
LifeSteps Financial sold 300 PotlatchDeltic shares in Q2 2024, an estimated $14.1K.
LifeSteps Financial first reported a position in PotlatchDeltic in Q1 2024 and held it in 1 quarter.
LifeSteps Financial's PotlatchDeltic position peaked at $14.1K in Q1 2024.
305 funds tracked by Wall St. Rank held PotlatchDeltic as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.