VFA
PCH

Valeo Financial Advisors’s PotlatchDeltic PCH Stock Holding History

Valeo 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
Q1 		– Sell
-4,266
Closed -$209K – 701
2023
Q4 		$209K Buy
+4,266
New +$195K 0.01% 581
2023
Q3 		– Sell
-4,266
Closed -$225K – 668
2023
Q2 		$225K Hold
4,266
– – 0.01% 509
2023
Q1 		$211K Buy
+4,266
New +$200K 0.01% 539
2022
Q2 		– Sell
-4,691
Closed -$247K – 615
2022
Q1 		$247K Buy
4,691
+425
+10% +$23.2K 0.01% 498
2021
Q4 		$257K Hold
4,266
– – 0.01% 451
2021
Q3 		$220K Buy
+4,266
New +$223K 0.01% 476

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

Valeo Financial Advisors's PCH Position: Q1 2024 in Review

Valeo Financial Advisors sold out of PotlatchDeltic (PCH) in Q1 2024, closing a stake of 4,266 shares — an estimated $209K sold.

Valeo Financial Advisors first reported a position in PCH in Q3 2021 and held it in 6 quarters. The position peaked at $257K in Q4 2021. 298 funds tracked by Wall St. Rank hold PCH as of Q1 2024.

  • Valeo Financial Advisors reported no remaining PotlatchDeltic position as of Q1 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,266 PotlatchDeltic shares in Q1 2024, an estimated $209K.
  • Valeo Financial Advisors first reported a position in PotlatchDeltic in Q3 2021 and held it in 6 quarters.
  • Valeo Financial Advisors's PotlatchDeltic position peaked at $257K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2024.

Based on Valeo Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.