SOA Wealth Advisors’s PotlatchDeltic PCH Stock Holding History

SOA 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	-1	Closed	-$48	–	967
2023 Q1	$50	Hold	1	–	–	﹤0.01%	951
2022 Q4	$44	Sell	1 -107	-99%	-$4.84K	﹤0.01%	957
2022 Q3	$4K	Buy	108 +107	+10,700%	+$4.92K	﹤0.01%	633
2022 Q2	$0	Hold	1	–	–	﹤0.01%	974
2022 Q1	$0	Hold	1	–	–	﹤0.01%	979
2021 Q4	$0	Hold	1	–	–	﹤0.01%	955
2021 Q3	$0	Hold	1	–	–	﹤0.01%	965
2021 Q2	$0	Hold	1	–	–	﹤0.01%	943
2021 Q1	$0	Hold	1	–	–	﹤0.01%	894
2020 Q4	$0	Buy	+1	New	+$46	﹤0.01%	864

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

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

SOA Wealth Advisors sold out of PotlatchDeltic (PCH) in Q2 2023, closing a stake of 1 share — an estimated $48 sold.

SOA Wealth Advisors first reported a position in PCH in Q4 2020 and held it in 10 quarters. The position peaked at $4K in Q3 2022. 305 funds tracked by Wall St. Rank hold PCH as of Q2 2023.

SOA Wealth Advisors reported no remaining PotlatchDeltic position as of Q2 2023 after selling out during the quarter.
SOA Wealth Advisors sold 1 PotlatchDeltic share in Q2 2023, an estimated $48.
SOA Wealth Advisors first reported a position in PotlatchDeltic in Q4 2020 and held it in 10 quarters.
SOA Wealth Advisors's PotlatchDeltic position peaked at $4K in Q3 2022.
305 funds tracked by Wall St. Rank held PotlatchDeltic as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.