FM
PDCE

Foster & Motley’s PDC Energy, Inc. PDCE Stock Holding History

Foster & Motley’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
-6,771
Closed -$482K – 397
2023
Q2 		$482K Sell
6,771
-1,312
-16% -$88.6K 0.04% 295
2023
Q1 		$519K Sell
8,083
-415
-5% -$26.9K 0.04% 281
2022
Q4 		$539K Sell
8,498
-685
-7% -$47.8K 0.05% 269
2022
Q3 		$531K Buy
9,183
+3,475
+61% +$213K 0.05% 248
2022
Q2 		$352K Buy
+5,708
New +$414K 0.03% 289

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

Foster & Motley's PDCE Position: Q3 2023 in Review

Foster & Motley sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 6,771 shares — an estimated $482K sold.

Foster & Motley first reported a position in PDCE in Q2 2022 and held it in 5 quarters. The position peaked at $539K in Q4 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Foster & Motley reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Foster & Motley sold 6,771 PDC Energy, Inc. shares in Q3 2023, an estimated $482K.
  • Foster & Motley first reported a position in PDC Energy, Inc. in Q2 2022 and held it in 5 quarters.
  • Foster & Motley's PDC Energy, Inc. position peaked at $539K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Foster & Motley's 13F filing for Q3 2023, filed 24 Oct 2023.