Sutton Wealth Advisors’s PotlatchDeltic PCH Stock Holding History

Sutton 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 Q1	–	Sell	-20	Closed	-$880	–	1347
2022 Q4	$880	Sell	20 -1	-5%	-$45	﹤0.01%	1360
2022 Q3	$862	Buy	21 +7	+50%	+$322	﹤0.01%	1333
2022 Q2	$619	Hold	14	–	–	﹤0.01%	1408
2022 Q1	$738	Buy	14 +6	+75%	+$327	﹤0.01%	1414
2021 Q4	$482	Buy	+8	New	+$449	﹤0.01%	1534
2019 Q1	–	Sell	-17	Closed	-$538	–	1208
2018 Q4	$538	Sell	17 -238	-93%	-$8.5K	﹤0.01%	1087
2018 Q3	$10.4K	Hold	255	–	–	0.01%	776
2018 Q2	$13K	Sell	255 -195	-43%	-$9.88K	0.01%	758
2018 Q1	$23.4K	Buy	+450	New	+$23.4K	0.02%	510

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

Sutton Wealth Advisors's PCH Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of PotlatchDeltic (PCH) in Q1 2023, closing a stake of 20 shares — an estimated $880 sold.

Sutton Wealth Advisors first reported a position in PCH in Q1 2018 and held it in 9 quarters. The position peaked at $23.4K in Q1 2018. 335 funds tracked by Wall St. Rank hold PCH as of Q1 2023.

Sutton Wealth Advisors reported no remaining PotlatchDeltic position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 20 PotlatchDeltic shares in Q1 2023, an estimated $880.
Sutton Wealth Advisors first reported a position in PotlatchDeltic in Q1 2018 and held it in 9 quarters.
Sutton Wealth Advisors's PotlatchDeltic position peaked at $23.4K in Q1 2018.
335 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.