Carson Wealth (CWM LLC)
PDCE

Carson Wealth (CWM LLC)’s PDC Energy, Inc. PDCE Stock Holding History

Carson Wealth (CWM LLC)’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
-862
Closed -$61K – 4660
2023
Q2 		$61K Sell
862
-127
-13% -$8.58K ﹤0.01% 1850
2023
Q1 		$63K Sell
989
-18
-2% -$1.17K ﹤0.01% 1747
2022
Q4 		$64K Buy
1,007
+255
+34% +$17.8K ﹤0.01% 1605
2022
Q3 		$43K Hold
752
– – ﹤0.01% 1741
2022
Q2 		$46K Buy
752
+47
+7% +$3.41K ﹤0.01% 1672
2022
Q1 		$51K Buy
705
+386
+121% +$23.9K ﹤0.01% 1607
2021
Q4 		$16K Buy
+319
New +$16.4K ﹤0.01% 2126
2021
Q2 		$5K Hold
100
– – ﹤0.01% 2393
2021
Q1 		$5K Hold
100
– – ﹤0.01% 2393
2020
Q4 		$5K Hold
100
– – ﹤0.01% 2393
2020
Q3 		$5K Hold
100
– – ﹤0.01% 2392
2020
Q2 		$5K Hold
100
– – ﹤0.01% 2388
2020
Q1 		$5K Hold
100
– – ﹤0.01% 2388
2019
Q4 		$5K Hold
100
– – ﹤0.01% 2388
2019
Q3 		$5K Hold
100
– – ﹤0.01% 2388
2019
Q2 		$5K Hold
100
– – ﹤0.01% 2388
2019
Q1 		$5K Buy
+100
New +$3.65K ﹤0.01% 2387

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
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

Carson Wealth (CWM LLC)'s PDCE Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 862 shares — an estimated $61K sold.

Carson Wealth (CWM LLC) first reported a position in PDCE in Q1 2019 and held it in 17 quarters. The position peaked at $64K in Q4 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 862 PDC Energy, Inc. shares in Q3 2023, an estimated $61K.
  • Carson Wealth (CWM LLC) first reported a position in PDC Energy, Inc. in Q1 2019 and held it in 17 quarters.
  • Carson Wealth (CWM LLC)'s PDC Energy, Inc. position peaked at $64K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.