API
PDCE

Advisor Partners II’s PDC Energy, Inc. PDCE Stock Holding History

Advisor Partners II’s Portfolio PDCE Stock Details PDCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9,004
Closed -$641K – 1310
2023
Q2 		$641K Buy
9,004
+142
+2% +$9.59K 0.03% 518
2023
Q1 		$569K Buy
8,862
+1,031
+13% +$66.7K 0.03% 516
2022
Q4 		$497K Sell
7,831
-738
-9% -$51.5K 0.03% 525
2022
Q3 		$495K Buy
+8,569
New +$526K 0.04% 462

Other funds holding PDCE

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Advisor Partners II's PDCE Position: Q3 2023 in Review

Advisor Partners II sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 9,004 shares — an estimated $641K sold.

Advisor Partners II first reported a position in PDCE in Q3 2022 and held it in 4 quarters. The position peaked at $641K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Advisor Partners II reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Advisor Partners II sold 9,004 PDC Energy, Inc. shares in Q3 2023, an estimated $641K.
  • Advisor Partners II first reported a position in PDC Energy, Inc. in Q3 2022 and held it in 4 quarters.
  • Advisor Partners II's PDC Energy, Inc. position peaked at $641K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.