Advisornet Financial’s PDC Energy, Inc. PDCE Stock Holding History

Advisornet Financial’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	-214	Closed	-$15.2K	–	2455
2023 Q2	$15.2K	Buy	214 +13	+6%	+$878	﹤0.01%	1199
2023 Q1	$12.9K	Sell	201 -30	-13%	-$1.94K	﹤0.01%	1234
2022 Q4	$14.7K	Buy	231 +31	+16%	+$2.16K	﹤0.01%	1171
2022 Q3	$12K	Hold	200	–	–	﹤0.01%	1299
2022 Q2	$12K	Hold	200	–	–	﹤0.01%	1301
2022 Q1	$15K	Hold	200	–	–	﹤0.01%	1342
2021 Q4	$10K	Hold	200	–	–	﹤0.01%	1503
2021 Q3	$9K	Hold	200	–	–	﹤0.01%	1498
2021 Q2	$9K	Hold	200	–	–	﹤0.01%	1451
2021 Q1	$7K	Hold	200	–	–	﹤0.01%	1460
2020 Q4	$4K	Hold	200	–	–	﹤0.01%	1488
2020 Q3	$2K	Hold	200	–	–	﹤0.01%	1595
2020 Q2	$2K	Hold	200	–	–	﹤0.01%	1626
2020 Q1	$1K	Hold	200	–	–	﹤0.01%	1736
2019 Q4	$5K	Hold	200	–	–	﹤0.01%	1574
2019 Q3	$6K	Buy	+200	New	+$6K	﹤0.01%	1528

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

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

Advisornet Financial's PDCE Position: Q3 2023 in Review

Advisornet Financial sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 214 shares — an estimated $15.2K sold.

Advisornet Financial first reported a position in PDCE in Q3 2019 and held it in 16 quarters. The position peaked at $15.2K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

Advisornet Financial reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
Advisornet Financial sold 214 PDC Energy, Inc. shares in Q3 2023, an estimated $15.2K.
Advisornet Financial first reported a position in PDC Energy, Inc. in Q3 2019 and held it in 16 quarters.
Advisornet Financial's PDC Energy, Inc. position peaked at $15.2K in Q2 2023.
4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Advisornet Financial's 13F filing for Q3 2023, filed 12 Oct 2023.