WIA
PCH

Wetzel Investment Advisors’s PotlatchDeltic PCH Stock Holding History

Wetzel Investment 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
-78
Closed -$3.67K – 673
2024
Q2 		$3.67K Buy
+78
New +$3.3K ﹤0.01% 635

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

Wetzel Investment Advisors's PCH Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of PotlatchDeltic (PCH) in Q3 2024, closing a stake of 78 shares — an estimated $3.67K sold.

Wetzel Investment Advisors first reported a position in PCH in Q2 2024 and held it in 1 quarter. The position peaked at $3.67K in Q2 2024. 323 funds tracked by Wall St. Rank hold PCH as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining PotlatchDeltic position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 78 PotlatchDeltic shares in Q3 2024, an estimated $3.67K.
  • Wetzel Investment Advisors first reported a position in PotlatchDeltic in Q2 2024 and held it in 1 quarter.
  • Wetzel Investment Advisors's PotlatchDeltic position peaked at $3.67K in Q2 2024.
  • 323 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.