C
PDCE

Covestor’s PDC Energy, Inc. PDCE Stock Holding History

Covestor’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
-1,729
Closed -$123K – 2903
2023
Q2 		$123K Sell
1,729
-662
-28% -$44.7K 0.09% 327
2023
Q1 		$154K Buy
2,391
+807
+51% +$52.2K 0.13% 190
2022
Q4 		$101K Buy
1,584
+170
+12% +$11.9K 0.08% 388
2022
Q3 		$82K Buy
1,414
+490
+53% +$30.1K 0.07% 462
2022
Q2 		$57K Buy
924
+293
+46% +$21.2K 0.05% 694
2022
Q1 		$46K Buy
631
+491
+351% +$30.4K 0.03% 834
2021
Q4 		$7K Buy
+140
New +$7.18K 0.01% 1195

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 $9.54B AUM 19.86% 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

Covestor's PDCE Position: Q3 2023 in Review

Covestor sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 1,729 shares — an estimated $123K sold.

Covestor first reported a position in PDCE in Q4 2021 and held it in 7 quarters. The position peaked at $154K in Q1 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Covestor reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Covestor sold 1,729 PDC Energy, Inc. shares in Q3 2023, an estimated $123K.
  • Covestor first reported a position in PDC Energy, Inc. in Q4 2021 and held it in 7 quarters.
  • Covestor's PDC Energy, Inc. position peaked at $154K in Q1 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Covestor's 13F filing for Q3 2023, filed 13 Nov 2023.