Corient Private Wealth
PDCE

Corient Private Wealth’s PDC Energy, Inc. PDCE Stock Holding History

Corient Private Wealth’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
-45,986
Closed -$3.27M – 2268
2023
Q2 		$3.27M Buy
45,986
+8,736
+23% +$590K 0.01% 750
2023
Q1 		$2.39M Buy
37,250
+10,728
+40% +$694K 0.01% 783
2022
Q4 		$1.68M Buy
+26,522
New +$1.85M 0.01% 759

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

Corient Private Wealth's PDCE Position: Q3 2023 in Review

Corient Private Wealth sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 45,986 shares — an estimated $3.27M sold.

Corient Private Wealth first reported a position in PDCE in Q4 2022 and held it in 3 quarters. The position peaked at $3.27M in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Corient Private Wealth reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Corient Private Wealth sold 45,986 PDC Energy, Inc. shares in Q3 2023, an estimated $3.27M.
  • Corient Private Wealth first reported a position in PDC Energy, Inc. in Q4 2022 and held it in 3 quarters.
  • Corient Private Wealth's PDC Energy, Inc. position peaked at $3.27M in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Corient Private Wealth's 13F filing for Q3 2023, filed 3 Nov 2023.