GWS
PDCE

Glassman Wealth Services’s PDC Energy, Inc. PDCE Stock Holding History

Glassman Wealth Services’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
-81
Closed -$5.76K – 2091
2023
Q2 		$5.76K Buy
81
+5
+7% +$338 ﹤0.01% 958
2023
Q1 		$4.88K Buy
76
+8
+12% +$518 ﹤0.01% 1005
2022
Q4 		$4.32K Buy
68
+3
+5% +$209 ﹤0.01% 1062
2022
Q3 		$4K Sell
65
-4
-6% -$245 ﹤0.01% 1092
2022
Q2 		$4K Buy
69
+6
+10% +$435 ﹤0.01% 1105
2022
Q1 		$5K Sell
63
-10
-14% -$619 ﹤0.01% 1026
2021
Q4 		$4K Buy
73
+15
+26% +$770 ﹤0.01% 1057
2021
Q3 		$3K Buy
58
+13
+29% +$542 ﹤0.01% 1117
2021
Q2 		$2K Hold
45
– – ﹤0.01% 1202
2021
Q1 		$2K Hold
45
– – ﹤0.01% 1164
2020
Q4 		$1K Hold
45
– – ﹤0.01% 1310
2020
Q3 		$1K Hold
45
– – ﹤0.01% 1278
2020
Q2 		$1K Sell
45
-51
-53% -$610 ﹤0.01% 1159
2020
Q1 		$1K Buy
+96
New +$1.73K ﹤0.01% 1042
2019
Q4 		– Sell
-1
Closed – – 1566
2019
Q3 		$0 Hold
1
– – ﹤0.01% 1460
2019
Q2 		$0 Buy
+1
New +$38 ﹤0.01% 1450

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

Glassman Wealth Services's PDCE Position: Q3 2023 in Review

Glassman Wealth Services sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 81 shares — an estimated $5.76K sold.

Glassman Wealth Services first reported a position in PDCE in Q2 2019 and held it in 16 quarters. The position peaked at $5.76K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Glassman Wealth Services reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 81 PDC Energy, Inc. shares in Q3 2023, an estimated $5.76K.
  • Glassman Wealth Services first reported a position in PDC Energy, Inc. in Q2 2019 and held it in 16 quarters.
  • Glassman Wealth Services's PDC Energy, Inc. position peaked at $5.76K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Glassman Wealth Services's 13F filing for Q3 2023, filed 14 Nov 2023.