AF
PDCE

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

Allworth 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
-324
Closed -$23.1K – 3588
2023
Q2 		$23.1K Buy
324
+6
+2% +$405 ﹤0.01% 1452
2023
Q1 		$20.4K Buy
318
+12
+4% +$776 ﹤0.01% 1439
2022
Q4 		$19.4K Hold
306
– – ﹤0.01% 1375
2022
Q3 		$18K Sell
306
-31
-9% -$1.9K ﹤0.01% 1355
2022
Q2 		$21K Buy
337
+54
+19% +$3.91K ﹤0.01% 1239
2022
Q1 		$21K Buy
283
+5
+2% +$309 ﹤0.01% 1251
2021
Q4 		$14K Hold
278
– – ﹤0.01% 1280
2021
Q3 		$13K Buy
+278
New +$11.6K ﹤0.01% 1204

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

Allworth Financial's PDCE Position: Q3 2023 in Review

Allworth Financial sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 324 shares — an estimated $23.1K sold.

Allworth Financial first reported a position in PDCE in Q3 2021 and held it in 8 quarters. The position peaked at $23.1K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Allworth Financial reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Allworth Financial sold 324 PDC Energy, Inc. shares in Q3 2023, an estimated $23.1K.
  • Allworth Financial first reported a position in PDC Energy, Inc. in Q3 2021 and held it in 8 quarters.
  • Allworth Financial's PDC Energy, Inc. position peaked at $23.1K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Allworth Financial's 13F filing for Q3 2023, filed 31 Oct 2023.