Blue Bell Private Wealth Management’s PDC Energy, Inc. PDCE Stock Holding History

Blue Bell Private Wealth 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	-110	Closed	-$7.83K	–	704
2023 Q2	$7.83K	Hold	110	–	–	﹤0.01%	446
2023 Q1	$7.06K	Sell	110 -110	-50%	-$7.12K	﹤0.01%	420
2022 Q4	$14K	Hold	220	–	–	﹤0.01%	342
2022 Q3	$13K	Hold	220	–	–	﹤0.01%	351
2022 Q2	$14K	Buy	220 +50	+29%	+$3.62K	﹤0.01%	355
2022 Q1	$12K	Hold	170	–	–	﹤0.01%	392
2021 Q4	$8K	Buy	+170	New	+$8.72K	﹤0.01%	456

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 $8.74B AUM 14.62% 1-Year Est. Return

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

Blue Bell Private Wealth Management's PDCE Position: Q3 2023 in Review

Blue Bell Private Wealth Management sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 110 shares — an estimated $7.83K sold.

Blue Bell Private Wealth Management first reported a position in PDCE in Q4 2021 and held it in 7 quarters. The position peaked at $14K in Q2 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

Blue Bell Private Wealth Management reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 110 PDC Energy, Inc. shares in Q3 2023, an estimated $7.83K.
Blue Bell Private Wealth Management first reported a position in PDC Energy, Inc. in Q4 2021 and held it in 7 quarters.
Blue Bell Private Wealth Management's PDC Energy, Inc. position peaked at $14K in Q2 2022.
4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.