RWM
PCH

Ritholtz Wealth Management’s PotlatchDeltic PCH Stock Holding History

Ritholtz Wealth Management’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
-6,455
Closed -$317K – 817
2023
Q4 		$317K Sell
6,455
-2,264
-26% -$104K 0.01% 592
2023
Q3 		$396K Sell
8,719
-1,474
-14% -$72.8K 0.02% 494
2023
Q2 		$539K Sell
10,193
-6,778
-40% -$326K 0.02% 416
2023
Q1 		$840K Buy
16,971
+5,933
+54% +$278K 0.04% 302
2022
Q4 		$486K Buy
11,038
+405
+4% +$18.3K 0.03% 370
2022
Q3 		$436K Buy
10,633
+3,155
+42% +$145K 0.02% 437
2022
Q2 		$330K Buy
+7,478
New +$386K 0.02% 398

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
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

Ritholtz Wealth Management's PCH Position: Q1 2024 in Review

Ritholtz Wealth Management sold out of PotlatchDeltic (PCH) in Q1 2024, closing a stake of 6,455 shares — an estimated $317K sold.

Ritholtz Wealth Management first reported a position in PCH in Q2 2022 and held it in 7 quarters. The position peaked at $840K in Q1 2023. 298 funds tracked by Wall St. Rank hold PCH as of Q1 2024.

  • Ritholtz Wealth Management reported no remaining PotlatchDeltic position as of Q1 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 6,455 PotlatchDeltic shares in Q1 2024, an estimated $317K.
  • Ritholtz Wealth Management first reported a position in PotlatchDeltic in Q2 2022 and held it in 7 quarters.
  • Ritholtz Wealth Management's PotlatchDeltic position peaked at $840K in Q1 2023.
  • 298 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2024.

Based on Ritholtz Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.