SWA
PCH

SFMG Wealth Advisors’s PotlatchDeltic PCH Stock Holding History

SFMG 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
2021
Q3 		– Sell
-20,414
Closed -$1.08M – 272
2021
Q2 		$1.08M Buy
20,414
+42
+0.2% +$2.42K 0.12% 88
2021
Q1 		$1.08M Buy
+20,372
New +$1.05M 0.13% 86

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
Wellington Management Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SFMG Wealth Advisors's PCH Position: Q3 2021 in Review

SFMG Wealth Advisors sold out of PotlatchDeltic (PCH) in Q3 2021, closing a stake of 20,414 shares — an estimated $1.08M sold.

SFMG Wealth Advisors first reported a position in PCH in Q1 2021 and held it in 2 quarters. The position peaked at $1.08M in Q2 2021. 292 funds tracked by Wall St. Rank hold PCH as of Q3 2021.

  • SFMG Wealth Advisors reported no remaining PotlatchDeltic position as of Q3 2021 after selling out during the quarter.
  • SFMG Wealth Advisors sold 20,414 PotlatchDeltic shares in Q3 2021, an estimated $1.08M.
  • SFMG Wealth Advisors first reported a position in PotlatchDeltic in Q1 2021 and held it in 2 quarters.
  • SFMG Wealth Advisors's PotlatchDeltic position peaked at $1.08M in Q2 2021.
  • 292 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2021.

Based on SFMG Wealth Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.