NWWA
PCH

New Wave Wealth Advisors’s PotlatchDeltic PCH Stock Holding History

New Wave 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
2025
Q1 		– Sell
-300
Closed -$11.8K – 521
2024
Q4 		$11.8K Buy
+300
New +$12.7K ﹤0.01% 338

Other funds holding PCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

New Wave Wealth Advisors's PCH Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of PotlatchDeltic (PCH) in Q1 2025, closing a stake of 300 shares — an estimated $11.8K sold.

New Wave Wealth Advisors first reported a position in PCH in Q4 2024 and held it in 1 quarter. The position peaked at $11.8K in Q4 2024. 315 funds tracked by Wall St. Rank hold PCH as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining PotlatchDeltic position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 300 PotlatchDeltic shares in Q1 2025, an estimated $11.8K.
  • New Wave Wealth Advisors first reported a position in PotlatchDeltic in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's PotlatchDeltic position peaked at $11.8K in Q4 2024.
  • 315 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.