TFA
PCH

Transamerica Financial Advisors’s PotlatchDeltic PCH Stock Holding History

Transamerica Financial 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
2024
Q3 		– Sell
-1
Closed -$1K – 643
2024
Q2 		$1K Hold
1
– – ﹤0.01% 498
2024
Q1 		$1K Hold
1
– – ﹤0.01% 543
2023
Q4 		$1K Hold
1
– – ﹤0.01% 541
2023
Q3 		$1K Hold
1
– – ﹤0.01% 564
2023
Q2 		$1K Hold
1
– – ﹤0.01% 534
2023
Q1 		$1K Hold
1
– – ﹤0.01% 517
2022
Q4 		$1K Hold
1
– – ﹤0.01% 593
2022
Q3 		$1K Hold
1
– – ﹤0.01% 560
2022
Q2 		$1K Buy
+1
New +$52 ﹤0.01% 574

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Transamerica Financial Advisors's PCH Position: Q3 2024 in Review

Transamerica Financial Advisors sold out of PotlatchDeltic (PCH) in Q3 2024, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in PCH in Q2 2022 and held it in 9 quarters. The position peaked at $1K in Q2 2024. 323 funds tracked by Wall St. Rank hold PCH as of Q3 2024.

  • Transamerica Financial Advisors reported no remaining PotlatchDeltic position as of Q3 2024 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1 PotlatchDeltic share in Q3 2024, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in PotlatchDeltic in Q2 2022 and held it in 9 quarters.
  • Transamerica Financial Advisors's PotlatchDeltic position peaked at $1K in Q2 2024.
  • 323 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2024.

Based on Transamerica Financial Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.