EWA
PDCE

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

EverSource Wealth 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
Q3 		– Sell
-757
Closed -$53.9K – 2700
2023
Q2 		$53.9K Buy
757
+18
+2% +$1.22K 0.01% 807
2023
Q1 		$47.4K Sell
739
-114
-13% -$7.38K 0.01% 809
2022
Q4 		$54.1K Sell
853
-592
-41% -$41.3K 0.01% 734
2022
Q3 		$83K Buy
1,445
+1,211
+518% +$74.3K 0.02% 488
2022
Q2 		$14K Sell
234
-10
-4% -$725 ﹤0.01% 948
2022
Q1 		$18K Sell
244
-69
-22% -$4.27K ﹤0.01% 755
2021
Q4 		$15K Buy
+313
New +$16.1K ﹤0.01% 812

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

EverSource Wealth Advisors's PDCE Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 757 shares — an estimated $53.9K sold.

EverSource Wealth Advisors first reported a position in PDCE in Q4 2021 and held it in 7 quarters. The position peaked at $83K in Q3 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 757 PDC Energy, Inc. shares in Q3 2023, an estimated $53.9K.
  • EverSource Wealth Advisors first reported a position in PDC Energy, Inc. in Q4 2021 and held it in 7 quarters.
  • EverSource Wealth Advisors's PDC Energy, Inc. position peaked at $83K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

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