GRP
PDCE

Global Retirement Partners’s PDC Energy, Inc. PDCE Stock Holding History

Global Retirement Partners’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
-66
Closed -$4.71K – 3368
2023
Q2 		$4.71K Buy
66
+7
+12% +$473 ﹤0.01% 2226
2023
Q1 		$3.58K Buy
59
+37
+168% +$2.39K ﹤0.01% 2287
2022
Q4 		$1.39K Hold
22
– – ﹤0.01% 2486
2022
Q3 		$2K Sell
22
-47
-68% -$2.88K ﹤0.01% 2352
2022
Q2 		$4K Buy
69
+19
+38% +$1.38K ﹤0.01% 2017
2022
Q1 		$3K Buy
+50
New +$3.09K ﹤0.01% 2127

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

Global Retirement Partners's PDCE Position: Q3 2023 in Review

Global Retirement Partners sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 66 shares — an estimated $4.71K sold.

Global Retirement Partners first reported a position in PDCE in Q1 2022 and held it in 6 quarters. The position peaked at $4.71K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Global Retirement Partners reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Global Retirement Partners sold 66 PDC Energy, Inc. shares in Q3 2023, an estimated $4.71K.
  • Global Retirement Partners first reported a position in PDC Energy, Inc. in Q1 2022 and held it in 6 quarters.
  • Global Retirement Partners's PDC Energy, Inc. position peaked at $4.71K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.