AWM
PDCE

AE Wealth Management’s PDC Energy, Inc. PDCE Stock Holding History

AE Wealth 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
-4,105
Closed -$292K – 2108
2023
Q2 		$292K Buy
+4,105
New +$277K ﹤0.01% 1628
2022
Q3 		– Sell
-7,980
Closed -$492K – 1905
2022
Q2 		$492K Buy
+7,980
New +$578K ﹤0.01% 1215

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

AE Wealth Management's PDCE Position: Q3 2023 in Review

AE Wealth Management sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 4,105 shares — an estimated $292K sold.

AE Wealth Management first reported a position in PDCE in Q2 2022 and held it in 2 quarters. The position peaked at $492K in Q2 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • AE Wealth Management reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 4,105 PDC Energy, Inc. shares in Q3 2023, an estimated $292K.
  • AE Wealth Management first reported a position in PDC Energy, Inc. in Q2 2022 and held it in 2 quarters.
  • AE Wealth Management's PDC Energy, Inc. position peaked at $492K in Q2 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.