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

FinTrust Capital 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	-87	Closed	-$5.52K	–	1374
2023 Q2	$5.52K	Hold	87	–	–	﹤0.01%	854
2023 Q1	$5.52K	Hold	87	–	–	﹤0.01%	848
2022 Q4	$5.52K	Sell	87 -346	-80%	-$24.1K	﹤0.01%	846
2022 Q3	$29K	Sell	433 -95	-18%	-$5.83K	0.01%	634
2022 Q2	$31K	Buy	528 +91	+21%	+$6.59K	0.01%	629
2022 Q1	$32K	Buy	437 +178	+69%	+$11K	0.01%	649
2021 Q4	$13K	Hold	259	–	–	﹤0.01%	873
2021 Q3	$12K	Hold	259	–	–	﹤0.01%	885
2021 Q2	$12K	Hold	259	–	–	﹤0.01%	899
2021 Q1	$9K	Hold	259	–	–	﹤0.01%	936
2020 Q4	$5K	Hold	259	–	–	﹤0.01%	964
2020 Q3	$3	Buy	259 +222	+600%	+$3.16K	﹤0.01%	1044
2020 Q2	$0	Sell	37 -45	-55%	-$538	﹤0.01%	1181
2020 Q1	$1K	Buy	+82	New	+$1.48K	﹤0.01%	1090

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

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

FinTrust Capital Advisors's PDCE Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 87 shares — an estimated $5.52K sold.

FinTrust Capital Advisors first reported a position in PDCE in Q1 2020 and held it in 14 quarters. The position peaked at $32K in Q1 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

FinTrust Capital Advisors reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 87 PDC Energy, Inc. shares in Q3 2023, an estimated $5.52K.
FinTrust Capital Advisors first reported a position in PDC Energy, Inc. in Q1 2020 and held it in 14 quarters.
FinTrust Capital Advisors's PDC Energy, Inc. position peaked at $32K in Q1 2022.
4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.