Ropes Wealth Advisors’s PotlatchDeltic PCH Stock Holding History

Ropes 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
2023 Q2	–	Sell	-20,550	Closed	-$1.02M	–	281
2023 Q1	$1.02M	Hold	20,550	–	–	0.18%	116
2022 Q4	$904K	Hold	20,550	–	–	0.16%	122
2022 Q3	$843K	Buy	+20,550	New	+$944K	0.18%	112
2018 Q1	–	Sell	-149	Closed	-$7K	–	700
2017 Q4	$7K	Hold	149	–	–	﹤0.01%	569
2017 Q3	$8K	Buy	+149	New	+$7.05K	﹤0.01%	537

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Ropes Wealth Advisors's PCH Position: Q2 2023 in Review

Ropes Wealth Advisors sold out of PotlatchDeltic (PCH) in Q2 2023, closing a stake of 20,550 shares — an estimated $1.02M sold.

Ropes Wealth Advisors first reported a position in PCH in Q3 2017 and held it in 5 quarters. The position peaked at $1.02M in Q1 2023. 305 funds tracked by Wall St. Rank hold PCH as of Q2 2023.

Ropes Wealth Advisors reported no remaining PotlatchDeltic position as of Q2 2023 after selling out during the quarter.
Ropes Wealth Advisors sold 20,550 PotlatchDeltic shares in Q2 2023, an estimated $1.02M.
Ropes Wealth Advisors first reported a position in PotlatchDeltic in Q3 2017 and held it in 5 quarters.
Ropes Wealth Advisors's PotlatchDeltic position peaked at $1.02M in Q1 2023.
305 funds tracked by Wall St. Rank held PotlatchDeltic as of Q2 2023.

Based on Ropes Wealth Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.