FFM
PDCE

Forum Financial Management’s PDC Energy, Inc. PDCE Stock Holding History

Forum Financial Management’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
-2,941
Closed -$209K – 685
2023
Q2 		$209K Buy
+2,941
New +$199K ﹤0.01% 594
2022
Q2 		– Sell
-3,159
Closed -$229K – 670
2022
Q1 		$229K Buy
+3,159
New +$195K 0.01% 511

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

Forum Financial Management's PDCE Position: Q3 2023 in Review

Forum Financial Management sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 2,941 shares — an estimated $209K sold.

Forum Financial Management first reported a position in PDCE in Q1 2022 and held it in 2 quarters. The position peaked at $229K in Q1 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Forum Financial Management reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Forum Financial Management sold 2,941 PDC Energy, Inc. shares in Q3 2023, an estimated $209K.
  • Forum Financial Management first reported a position in PDC Energy, Inc. in Q1 2022 and held it in 2 quarters.
  • Forum Financial Management's PDC Energy, Inc. position peaked at $229K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Forum Financial Management's 13F filing for Q3 2023, filed 6 Nov 2023.