B. Riley Wealth Advisors’s PDC Energy, Inc. PDCE Stock Holding History

B. Riley Wealth Advisors’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	-9,111	Closed	-$578K	–	1634
2022 Q4	$578K	Sell	9,111 -575	-6%	-$40.1K	0.02%	735
2022 Q3	$561K	Sell	9,686 -966	-9%	-$59.3K	0.02%	707
2022 Q2	$658K	Buy	10,652 +1,394	+15%	+$101K	0.03%	557
2022 Q1	$674K	Sell	9,258 -248	-3%	-$15.3K	0.02%	603
2021 Q4	$464K	Buy	9,506 +83	+0.9%	+$4.26K	0.01%	854
2021 Q3	$447K	Sell	9,423 -897	-9%	-$37.4K	0.01%	831
2021 Q2	$473K	Buy	10,320 +3,506	+51%	+$143K	0.02%	795
2021 Q1	$235K	Buy	+6,814	New	+$205K	0.01%	1117
2016 Q1	–	Sell	-4,020	Closed	-$215K	–	622
2015 Q4	$215K	Buy	+4,020	New	+$231K	0.04%	469
2015 Q1	–	Sell	-200	Closed	-$8	–	2120
2014 Q4	$8	Buy	+200	New	+$8.08K	﹤0.01%	2994
2014 Q3	–	Sell	-300	Closed	-$18.9K	–	2002
2014 Q2	$18.9K	Buy	+300	New	+$18.8K	﹤0.01%	1490

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

B. Riley Wealth Advisors's PDCE Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of PDC Energy, Inc. (PDCE) in Q1 2023, closing a stake of 9,111 shares — an estimated $578K sold.

B. Riley Wealth Advisors first reported a position in PDCE in Q2 2014 and held it in 11 quarters. The position peaked at $674K in Q1 2022. 347 funds tracked by Wall St. Rank hold PDCE as of Q1 2023.

B. Riley Wealth Advisors reported no remaining PDC Energy, Inc. position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 9,111 PDC Energy, Inc. shares in Q1 2023, an estimated $578K.
B. Riley Wealth Advisors first reported a position in PDC Energy, Inc. in Q2 2014 and held it in 11 quarters.
B. Riley Wealth Advisors's PDC Energy, Inc. position peaked at $674K in Q1 2022.
347 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.