CFA
PDCE

Cahill Financial Advisors’s PDC Energy, Inc. PDCE Stock Holding History

Cahill Financial 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
2021
Q4 		– Sell
-225
Closed -$11K – 841
2021
Q3 		$11K Buy
+225
New +$9.37K ﹤0.01% 551

Other funds holding PDCE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cahill Financial Advisors's PDCE Position: Q4 2021 in Review

Cahill Financial Advisors sold out of PDC Energy, Inc. (PDCE) in Q4 2021, closing a stake of 225 shares — an estimated $11K sold.

Cahill Financial Advisors first reported a position in PDCE in Q3 2021 and held it in 1 quarter. The position peaked at $11K in Q3 2021. 304 funds tracked by Wall St. Rank hold PDCE as of Q4 2021.

  • Cahill Financial Advisors reported no remaining PDC Energy, Inc. position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 225 PDC Energy, Inc. shares in Q4 2021, an estimated $11K.
  • Cahill Financial Advisors first reported a position in PDC Energy, Inc. in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's PDC Energy, Inc. position peaked at $11K in Q3 2021.
  • 304 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.