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

Crewe 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
2023 Q1	–	Sell	-4	Closed	-$254	–	1064
2022 Q4	$254	Sell	4 -182	-98%	-$12.7K	﹤0.01%	986
2022 Q3	$11K	Hold	186	–	–	﹤0.01%	647
2022 Q2	$11K	Buy	+186	New	+$13.5K	﹤0.01%	585

Other funds holding PDCE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Crewe Advisors's PDCE Position: Q1 2023 in Review

Crewe Advisors sold out of PDC Energy, Inc. (PDCE) in Q1 2023, closing a stake of 4 shares — an estimated $254 sold.

Crewe Advisors first reported a position in PDCE in Q2 2022 and held it in 3 quarters. The position peaked at $11K in Q3 2022. 347 funds tracked by Wall St. Rank hold PDCE as of Q1 2023.

Crewe Advisors reported no remaining PDC Energy, Inc. position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 4 PDC Energy, Inc. shares in Q1 2023, an estimated $254.
Crewe Advisors first reported a position in PDC Energy, Inc. in Q2 2022 and held it in 3 quarters.
Crewe Advisors's PDC Energy, Inc. position peaked at $11K in Q3 2022.
347 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.