TCWA
PCH

Turtle Creek Wealth Advisors’s PotlatchDeltic PCH Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-82
Closed -$4.03K – 637
2023
Q4 		$4.03K Buy
+82
New +$3.75K ﹤0.01% 683

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Turtle Creek Wealth Advisors's PCH Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of PotlatchDeltic (PCH) in Q1 2024, closing a stake of 82 shares — an estimated $4.03K sold.

Turtle Creek Wealth Advisors first reported a position in PCH in Q4 2023 and held it in 1 quarter. The position peaked at $4.03K in Q4 2023. 298 funds tracked by Wall St. Rank hold PCH as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining PotlatchDeltic position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 82 PotlatchDeltic shares in Q1 2024, an estimated $4.03K.
  • Turtle Creek Wealth Advisors first reported a position in PotlatchDeltic in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's PotlatchDeltic position peaked at $4.03K in Q4 2023.
  • 298 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.