DI
PDCE

Disciplined Investments’s PDC Energy, Inc. PDCE Stock Holding History

Disciplined Investments’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
-22
Closed -$1.56K – 1684
2023
Q2 		$1.56K Sell
22
-4
-15% -$270 ﹤0.01% 759
2023
Q1 		$1.67K Sell
26
-1
-4% -$65 ﹤0.01% 743
2022
Q4 		$1.71K Buy
27
+7
+35% +$488 ﹤0.01% 675
2022
Q3 		$1K Sell
20
-8
-29% -$491 ﹤0.01% 1176
2022
Q2 		$2K Buy
28
+2
+8% +$145 ﹤0.01% 773
2022
Q1 		$2K Buy
+26
New +$1.61K ﹤0.01% 829

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

Disciplined Investments's PDCE Position: Q3 2023 in Review

Disciplined Investments sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 22 shares — an estimated $1.56K sold.

Disciplined Investments first reported a position in PDCE in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Disciplined Investments reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 22 PDC Energy, Inc. shares in Q3 2023, an estimated $1.56K.
  • Disciplined Investments first reported a position in PDC Energy, Inc. in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's PDC Energy, Inc. position peaked at $2K in Q2 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.