RJFSA
PCH

Raymond James Financial Services Advisors’s PotlatchDeltic PCH Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$624K Sell
13,851
-3,509
-20% -$149K ﹤0.01% 2472
2024
Q2 		$684K Sell
17,360
-5,611
-24% -$238K ﹤0.01% 2319
2024
Q1 		$1.08M Sell
22,971
-5,651
-20% -$260K ﹤0.01% 2015
2023
Q4 		$1.41M Sell
28,622
-34,662
-55% -$1.59M ﹤0.01% 1774
2023
Q3 		$2.87M Sell
63,284
-12,389
-16% -$612K 0.01% 1295
2023
Q2 		$4M Sell
75,673
-15,990
-17% -$769K 0.01% 1139
2023
Q1 		$4.54M Buy
91,663
+25,076
+38% +$1.18M 0.01% 1051
2022
Q4 		$2.93M Sell
66,587
-27,743
-29% -$1.26M 0.01% 1231
2022
Q3 		$3.87M Sell
94,330
-7,538
-7% -$346K 0.01% 1048
2022
Q2 		$4.5M Sell
101,868
-15,617
-13% -$806K 0.01% 977
2022
Q1 		$6.2M Buy
117,485
+16,827
+17% +$918K 0.01% 899
2021
Q4 		$6.06M Buy
100,658
+41,590
+70% +$2.33M 0.01% 922
2021
Q3 		$3.05M Buy
59,068
+18,425
+45% +$961K 0.01% 1241
2021
Q2 		$2.16M Buy
40,643
+23,882
+142% +$1.38M ﹤0.01% 1422
2021
Q1 		$887K Buy
16,761
+2,098
+14% +$108K ﹤0.01% 1933
2020
Q4 		$733K Buy
14,663
+2,316
+19% +$107K ﹤0.01% 1906
2020
Q3 		$520K Buy
+12,347
New +$528K ﹤0.01% 1947

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
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
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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial Services Advisors's PCH Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its PotlatchDeltic (PCH) stake by 20% in Q3 2024, selling an estimated $149K and leaving 13,851 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #2472.

Raymond James Financial Services Advisors first reported a position in PCH in Q3 2020 and has held it in 17 quarters since. The position peaked at $6.2M in Q1 2022. 323 funds tracked by Wall St. Rank hold PCH as of Q3 2024.

  • Raymond James Financial Services Advisors held 13,851 shares of PotlatchDeltic worth $624K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 3,509 PotlatchDeltic shares in Q3 2024, an estimated $149K.
  • PotlatchDeltic made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2472 holding.
  • Raymond James Financial Services Advisors first reported a position in PotlatchDeltic in Q3 2020 and has held it in 17 quarters since.
  • Raymond James Financial Services Advisors's PotlatchDeltic position peaked at $6.2M in Q1 2022.
  • 323 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.