BAM
PDCE

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

Belpointe 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
Q2 		– Sell
-761
Closed -$48.8K – 3665
2023
Q1 		$48.8K Buy
761
+336
+79% +$21.7K ﹤0.01% 1712
2022
Q4 		$27K Buy
+425
New +$29.6K ﹤0.01% 1979

Other funds holding PDCE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Belpointe Asset Management's PDCE Position: Q2 2023 in Review

Belpointe Asset Management sold out of PDC Energy, Inc. (PDCE) in Q2 2023, closing a stake of 761 shares — an estimated $48.8K sold.

Belpointe Asset Management first reported a position in PDCE in Q4 2022 and held it in 2 quarters. The position peaked at $48.8K in Q1 2023. 365 funds tracked by Wall St. Rank hold PDCE as of Q2 2023.

  • Belpointe Asset Management reported no remaining PDC Energy, Inc. position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 761 PDC Energy, Inc. shares in Q2 2023, an estimated $48.8K.
  • Belpointe Asset Management first reported a position in PDC Energy, Inc. in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's PDC Energy, Inc. position peaked at $48.8K in Q1 2023.
  • 365 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.