Wealthcare Advisory Partners’s PotlatchDeltic PCH Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-78	Closed	-$4K	–	1461
2021 Q1	$4K	Buy	+78	New	+$4.03K	﹤0.01%	1721
2020 Q1	–	Sell	-3,851	Closed	-$167K	–	1565
2019 Q4	$167K	Sell	3,851 -158	-4%	-$6.75K	0.02%	323
2019 Q3	$165K	Sell	4,009 -497	-11%	-$19.3K	0.02%	303
2019 Q2	$176K	Sell	4,506 -312	-6%	-$11.7K	0.03%	287
2019 Q1	$182K	Buy	4,818 +272	+6%	+$9.71K	0.03%	252
2018 Q4	$144K	Buy	4,546 +395	+10%	+$14.1K	0.03%	254
2018 Q3	$170K	Sell	4,151 -56	-1%	-$2.65K	0.03%	248
2018 Q2	$214K	Buy	4,207 +303	+8%	+$15.4K	0.04%	203
2018 Q1	$203K	Buy	3,904 +182	+5%	+$9.46K	0.05%	192
2017 Q4	$186K	Buy	3,722 +933	+33%	+$48.2K	0.05%	189
2017 Q3	$142K	Buy	+2,789	New	+$132K	0.04%	177

Other funds holding PCH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wealthcare Advisory Partners's PCH Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of PotlatchDeltic (PCH) in Q2 2021, closing a stake of 78 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in PCH in Q3 2017 and held it in 11 quarters. The position peaked at $214K in Q2 2018. 309 funds tracked by Wall St. Rank hold PCH as of Q2 2021.

Wealthcare Advisory Partners reported no remaining PotlatchDeltic position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 78 PotlatchDeltic shares in Q2 2021, an estimated $4K.
Wealthcare Advisory Partners first reported a position in PotlatchDeltic in Q3 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's PotlatchDeltic position peaked at $214K in Q2 2018.
309 funds tracked by Wall St. Rank held PotlatchDeltic as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.