Spire Wealth Management’s PotlatchDeltic PCH Stock Holding History

Spire 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 Q2	–	Sell	-106	Closed	-$4.98K	–	2350
2024 Q1	$4.98K	Hold	106	–	–	﹤0.01%	1925
2023 Q4	$4.98K	Hold	106	–	–	﹤0.01%	1957
2023 Q3	$4.81K	Hold	106	–	–	﹤0.01%	1951
2023 Q2	$5.6K	Hold	106	–	–	﹤0.01%	1969
2023 Q1	$5.25K	Hold	106	–	–	﹤0.01%	2023
2022 Q4	$5K	Hold	106	–	–	﹤0.01%	1843
2022 Q3	$4K	Hold	106	–	–	﹤0.01%	1810
2022 Q2	$5K	Hold	106	–	–	﹤0.01%	2143
2022 Q1	$6K	Sell	106 -59	-36%	-$3.22K	﹤0.01%	2203
2021 Q4	$10K	Buy	165 +59	+56%	+$3.31K	﹤0.01%	2390
2021 Q3	$5K	Hold	106	–	–	﹤0.01%	2290
2021 Q2	$6K	Sell	106 -117	-52%	-$6.74K	﹤0.01%	2284
2021 Q1	$12K	Buy	+223	New	+$11.5K	﹤0.01%	2359

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

Norges Bank Oslo, Norway $935B AUM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Spire Wealth Management's PCH Position: Q2 2024 in Review

Spire Wealth Management sold out of PotlatchDeltic (PCH) in Q2 2024, closing a stake of 106 shares — an estimated $4.98K sold.

Spire Wealth Management first reported a position in PCH in Q1 2021 and held it in 13 quarters. The position peaked at $12K in Q1 2021. 305 funds tracked by Wall St. Rank hold PCH as of Q2 2024.

Spire Wealth Management reported no remaining PotlatchDeltic position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 106 PotlatchDeltic shares in Q2 2024, an estimated $4.98K.
Spire Wealth Management first reported a position in PotlatchDeltic in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's PotlatchDeltic position peaked at $12K in Q1 2021.
305 funds tracked by Wall St. Rank held PotlatchDeltic as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.