PFGIA
PCH

Patriot Financial Group Insurance Agency’s PotlatchDeltic PCH Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-19
Closed -$1K – 1491
2022
Q2 		$1K Hold
19
– – ﹤0.01% 1926
2022
Q1 		$1K Hold
19
– – ﹤0.01% 1961
2021
Q4 		$1K Hold
19
– – ﹤0.01% 2061
2021
Q3 		$1K Hold
19
– – ﹤0.01% 2078
2021
Q2 		$1K Buy
+19
New +$1.09K ﹤0.01% 2002

Other funds holding PCH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PCH Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of PotlatchDeltic (PCH) in Q3 2022, closing a stake of 19 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in PCH in Q2 2021 and held it in 5 quarters. The position peaked at $1K in Q2 2022. 332 funds tracked by Wall St. Rank hold PCH as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining PotlatchDeltic position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 19 PotlatchDeltic shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in PotlatchDeltic in Q2 2021 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's PotlatchDeltic position peaked at $1K in Q2 2022.
  • 332 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.