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

Apollon 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 Q1	–	Sell	-6,555	Closed	-$416K	–	927
2022 Q4	$416K	Buy	6,555 +200	+3%	+$13.9K	0.03%	570
2022 Q3	$367K	Buy	6,355 +143	+2%	+$8.78K	0.03%	534
2022 Q2	$383K	Buy	6,212 +814	+15%	+$59K	0.03%	501
2022 Q1	$392K	Buy	+5,398	New	+$334K	0.03%	525

Other funds holding PDCE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Apollon Wealth Management's PDCE Position: Q1 2023 in Review

Apollon Wealth Management sold out of PDC Energy, Inc. (PDCE) in Q1 2023, closing a stake of 6,555 shares — an estimated $416K sold.

Apollon Wealth Management first reported a position in PDCE in Q1 2022 and held it in 4 quarters. The position peaked at $416K in Q4 2022. 347 funds tracked by Wall St. Rank hold PDCE as of Q1 2023.

Apollon Wealth Management reported no remaining PDC Energy, Inc. position as of Q1 2023 after selling out during the quarter.
Apollon Wealth Management sold 6,555 PDC Energy, Inc. shares in Q1 2023, an estimated $416K.
Apollon Wealth Management first reported a position in PDC Energy, Inc. in Q1 2022 and held it in 4 quarters.
Apollon Wealth Management's PDC Energy, Inc. position peaked at $416K in Q4 2022.
347 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q1 2023.

Based on Apollon Wealth Management's 13F filing for Q1 2023, filed 16 May 2023.