Baker Avenue Asset Management’s PDC Energy, Inc. PDCE Stock Holding History

Baker Avenue Asset 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	-10	Closed	-$711	–	1757
2023 Q2	$711	Hold	10	–	–	﹤0.01%	1289
2023 Q1	$642	Hold	10	–	–	﹤0.01%	1332
2022 Q4	$635	Buy	+10	New	+$697	﹤0.01%	1233

Other funds holding PDCE

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Baker Avenue Asset Management's PDCE Position: Q3 2023 in Review

Baker Avenue Asset Management sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 10 shares — an estimated $711 sold.

Baker Avenue Asset Management first reported a position in PDCE in Q4 2022 and held it in 3 quarters. The position peaked at $711 in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

Baker Avenue Asset Management reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 10 PDC Energy, Inc. shares in Q3 2023, an estimated $711.
Baker Avenue Asset Management first reported a position in PDC Energy, Inc. in Q4 2022 and held it in 3 quarters.
Baker Avenue Asset Management's PDC Energy, Inc. position peaked at $711 in Q2 2023.
4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Baker Avenue Asset Management's 13F filing for Q3 2023, filed 15 Nov 2023.