TWA
PCH

TCI Wealth Advisors’s PotlatchDeltic PCH Stock Holding History

TCI 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
2022
Q4 		– Sell
-126
Closed -$5K – 2616
2022
Q3 		$5K Buy
+126
New +$5.79K ﹤0.01% 1496
2022
Q2 		– Sell
-187
Closed -$10K – 2457
2022
Q1 		$10K Buy
187
+82
+78% +$4.47K ﹤0.01% 1110
2021
Q4 		$6K Buy
105
+14
+15% +$785 ﹤0.01% 1559
2021
Q3 		$5K Buy
91
+44
+94% +$2.3K ﹤0.01% 1627
2021
Q2 		$2K Hold
47
– – ﹤0.01% 2061
2021
Q1 		$2K Buy
+47
New +$2.43K ﹤0.01% 1838

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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

TCI Wealth Advisors's PCH Position: Q4 2022 in Review

TCI Wealth Advisors sold out of PotlatchDeltic (PCH) in Q4 2022, closing a stake of 126 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in PCH in Q1 2021 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 326 funds tracked by Wall St. Rank hold PCH as of Q4 2022.

  • TCI Wealth Advisors reported no remaining PotlatchDeltic position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 126 PotlatchDeltic shares in Q4 2022, an estimated $5K.
  • TCI Wealth Advisors first reported a position in PotlatchDeltic in Q1 2021 and held it in 6 quarters.
  • TCI Wealth Advisors's PotlatchDeltic position peaked at $10K in Q1 2022.
  • 326 funds tracked by Wall St. Rank held PotlatchDeltic as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.