GWSA
PDCE

Global Wealth Strategies & Associates’s PDC Energy, Inc. PDCE Stock Holding History

Global Wealth Strategies & Associates’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
-114
Closed -$8.09K – 365
2023
Q2 		$8.09K Buy
114
+1
+0.9% +$68 ﹤0.01% 181
2023
Q1 		$7.26K Buy
+113
New +$7.31K ﹤0.01% 188

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

Global Wealth Strategies & Associates's PDCE Position: Q3 2023 in Review

Global Wealth Strategies & Associates sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 114 shares — an estimated $8.09K sold.

Global Wealth Strategies & Associates first reported a position in PDCE in Q1 2023 and held it in 2 quarters. The position peaked at $8.09K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Global Wealth Strategies & Associates reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 114 PDC Energy, Inc. shares in Q3 2023, an estimated $8.09K.
  • Global Wealth Strategies & Associates first reported a position in PDC Energy, Inc. in Q1 2023 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's PDC Energy, Inc. position peaked at $8.09K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2023, filed 20 Oct 2023.