AAM
PDCE

Advisors Asset Management’s PDC Energy, Inc. PDCE Stock Holding History

Advisors Asset Management’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
-631
Closed -$44.9K – 1472
2023
Q2 		$44.9K Sell
631
-510
-45% -$34.5K ﹤0.01% 1293
2023
Q1 		$73.2K Sell
1,141
-427
-27% -$27.6K ﹤0.01% 1261
2022
Q4 		$99.5K Sell
1,568
-551
-26% -$38.4K ﹤0.01% 1247
2022
Q3 		$122K Sell
2,119
-438
-17% -$26.9K ﹤0.01% 1230
2022
Q2 		$158K Buy
2,557
+466
+22% +$33.8K ﹤0.01% 1206
2022
Q1 		$152K Buy
2,091
+383
+22% +$23.7K ﹤0.01% 1289
2021
Q4 		$83K Buy
1,708
+416
+32% +$21.3K ﹤0.01% 1392
2021
Q3 		$61K Buy
1,292
+631
+95% +$26.3K ﹤0.01% 1347
2021
Q2 		$30K Buy
+661
New +$27K ﹤0.01% 1375

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 $9.54B AUM 19.86% 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

Advisors Asset Management's PDCE Position: Q3 2023 in Review

Advisors Asset Management sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 631 shares — an estimated $44.9K sold.

Advisors Asset Management first reported a position in PDCE in Q2 2021 and held it in 9 quarters. The position peaked at $158K in Q2 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Advisors Asset Management reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Advisors Asset Management sold 631 PDC Energy, Inc. shares in Q3 2023, an estimated $44.9K.
  • Advisors Asset Management first reported a position in PDC Energy, Inc. in Q2 2021 and held it in 9 quarters.
  • Advisors Asset Management's PDC Energy, Inc. position peaked at $158K in Q2 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Advisors Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.