Planned Solutions’s PotlatchDeltic PCH Stock Holding History

Planned Solutions’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 Q1	–	Sell	-1,225	Closed	-$60.1K	–	409
2023 Q4	$60.1K	Buy	+1,225	New	+$56.1K	0.03%	256

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

WHG

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

Planned Solutions's PCH Position: Q1 2024 in Review

Planned Solutions sold out of PotlatchDeltic (PCH) in Q1 2024, closing a stake of 1,225 shares — an estimated $60.1K sold.

Planned Solutions first reported a position in PCH in Q4 2023 and held it in 1 quarter. The position peaked at $60.1K in Q4 2023. 298 funds tracked by Wall St. Rank hold PCH as of Q1 2024.

Planned Solutions reported no remaining PotlatchDeltic position as of Q1 2024 after selling out during the quarter.
Planned Solutions sold 1,225 PotlatchDeltic shares in Q1 2024, an estimated $60.1K.
Planned Solutions first reported a position in PotlatchDeltic in Q4 2023 and held it in 1 quarter.
Planned Solutions's PotlatchDeltic position peaked at $60.1K in Q4 2023.
298 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.