CFGS
PDCE

Concourse Financial Group Securities’s PDC Energy, Inc. PDCE Stock Holding History

Concourse Financial Group Securities’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
-15
Closed -$1.07K – 2450
2023
Q2 		$1.07K Hold
15
– – ﹤0.01% 2124
2023
Q1 		$962 Hold
15
– – ﹤0.01% 2171
2022
Q4 		$952 Buy
15
+1
+7% +$70 ﹤0.01% 2178
2022
Q3 		$1K Sell
14
-1,006
-99% -$61.7K ﹤0.01% 1963
2022
Q2 		$63K Buy
1,020
+3
+0.3% +$217 0.01% 994
2022
Q1 		$74K Sell
1,017
-5
-0.5% -$309 0.01% 989
2021
Q4 		$50K Hold
1,022
– – ﹤0.01% 1294
2021
Q3 		$48K Buy
1,022
+1,000
+4,545% +$41.7K ﹤0.01% 1332
2021
Q2 		$1K Hold
22
– – ﹤0.01% 2339
2021
Q1 		$1K Buy
22
+1
+5% +$30 ﹤0.01% 2310
2020
Q4 		$0 Buy
+21
New +$328 ﹤0.01% 2386
2020
Q2 		– Sell
-52
Closed -$622 – 2313
2020
Q1 		$0 Buy
+52
New +$937 ﹤0.01% 2353

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 $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Concourse Financial Group Securities's PDCE Position: Q3 2023 in Review

Concourse Financial Group Securities sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 15 shares — an estimated $1.07K sold.

Concourse Financial Group Securities first reported a position in PDCE in Q1 2020 and held it in 12 quarters. The position peaked at $74K in Q1 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Concourse Financial Group Securities reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 15 PDC Energy, Inc. shares in Q3 2023, an estimated $1.07K.
  • Concourse Financial Group Securities first reported a position in PDC Energy, Inc. in Q1 2020 and held it in 12 quarters.
  • Concourse Financial Group Securities's PDC Energy, Inc. position peaked at $74K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Concourse Financial Group Securities's 13F filing for Q3 2023, filed 25 Oct 2023.