BIA
PDCE

Bell Investment Advisors’s PDC Energy, Inc. PDCE Stock Holding History

Bell Investment 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
Q3 		– Sell
-207
Closed -$14.7K – 2026
2023
Q2 		$14.7K Sell
207
-44
-18% -$2.97K ﹤0.01% 382
2023
Q1 		$16.1K Buy
251
+142
+130% +$9.19K ﹤0.01% 347
2022
Q4 		$6.92K Buy
109
+23
+27% +$1.6K ﹤0.01% 649
2022
Q3 		$5K Sell
86
-23
-21% -$1.41K ﹤0.01% 735
2022
Q2 		$7K Buy
+109
New +$7.9K ﹤0.01% 586
2021
Q4 		$1K Hold
11
– – ﹤0.01% 1705
2021
Q3 		$1K Buy
+11
New +$458 ﹤0.01% 1659

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 $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bell Investment Advisors's PDCE Position: Q3 2023 in Review

Bell Investment Advisors sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 207 shares — an estimated $14.7K sold.

Bell Investment Advisors first reported a position in PDCE in Q3 2021 and held it in 7 quarters. The position peaked at $16.1K in Q1 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Bell Investment Advisors reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 207 PDC Energy, Inc. shares in Q3 2023, an estimated $14.7K.
  • Bell Investment Advisors first reported a position in PDC Energy, Inc. in Q3 2021 and held it in 7 quarters.
  • Bell Investment Advisors's PDC Energy, Inc. position peaked at $16.1K in Q1 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.