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

BDO 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
2022 Q4	–	Sell	-78	Closed	-$5K	–	1092
2022 Q3	$5K	Hold	78	–	–	﹤0.01%	829
2022 Q2	$5K	Hold	78	–	–	﹤0.01%	792
2022 Q1	$6K	Hold	78	–	–	﹤0.01%	804
2021 Q4	$4K	Hold	78	–	–	﹤0.01%	885
2021 Q3	$4K	Hold	78	–	–	﹤0.01%	893
2021 Q2	$4K	Hold	78	–	–	﹤0.01%	922
2021 Q1	$3K	Hold	78	–	–	﹤0.01%	964
2020 Q4	$2K	Hold	78	–	–	﹤0.01%	804
2020 Q3	$1K	Buy	+78	New	+$1.11K	﹤0.01%	851

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

BDO Wealth Advisors's PDCE Position: Q4 2022 in Review

BDO Wealth Advisors sold out of PDC Energy, Inc. (PDCE) in Q4 2022, closing a stake of 78 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in PDCE in Q3 2020 and held it in 9 quarters. The position peaked at $6K in Q1 2022. 374 funds tracked by Wall St. Rank hold PDCE as of Q4 2022.

BDO Wealth Advisors reported no remaining PDC Energy, Inc. position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 78 PDC Energy, Inc. shares in Q4 2022, an estimated $5K.
BDO Wealth Advisors first reported a position in PDC Energy, Inc. in Q3 2020 and held it in 9 quarters.
BDO Wealth Advisors's PDC Energy, Inc. position peaked at $6K in Q1 2022.
374 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.