VWM
PCH

Venturi Wealth Management’s PotlatchDeltic PCH Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-161
Closed -$6.32K – 1460
2024
Q4 		$6.32K Buy
+161
New +$6.82K ﹤0.01% 1577

Other funds holding PCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Venturi Wealth Management's PCH Position: Q1 2025 in Review

Venturi Wealth Management sold out of PotlatchDeltic (PCH) in Q1 2025, closing a stake of 161 shares — an estimated $6.32K sold.

Venturi Wealth Management first reported a position in PCH in Q4 2024 and held it in 1 quarter. The position peaked at $6.32K in Q4 2024. 315 funds tracked by Wall St. Rank hold PCH as of Q1 2025.

  • Venturi Wealth Management reported no remaining PotlatchDeltic position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 161 PotlatchDeltic shares in Q1 2025, an estimated $6.32K.
  • Venturi Wealth Management first reported a position in PotlatchDeltic in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's PotlatchDeltic position peaked at $6.32K in Q4 2024.
  • 315 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.