AW
PDCE

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

Avion Wealth’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
-15
Closed -$1K – 1293
2023
Q2 		$1K Buy
+15
New +$1.01K ﹤0.01% 681

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 $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Avion Wealth's PDCE Position: Q3 2023 in Review

Avion Wealth sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 15 shares — an estimated $1K sold.

Avion Wealth first reported a position in PDCE in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Avion Wealth reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Avion Wealth sold 15 PDC Energy, Inc. shares in Q3 2023, an estimated $1K.
  • Avion Wealth first reported a position in PDC Energy, Inc. in Q2 2023 and held it in 1 quarter.
  • Avion Wealth's PDC Energy, Inc. position peaked at $1K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Avion Wealth's 13F filing for Q3 2023, filed 20 Oct 2023.