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

Halpern Financial’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
2022 Q3	–	Sell	-82	Closed	-$5.05K	–	333
2022 Q2	$5.05K	Buy	+82	New	+$5.94K	﹤0.01%	195

Other funds holding PDCE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Halpern Financial's PDCE Position: Q3 2022 in Review

Halpern Financial sold out of PDC Energy, Inc. (PDCE) in Q3 2022, closing a stake of 82 shares — an estimated $5.05K sold.

Halpern Financial first reported a position in PDCE in Q2 2022 and held it in 1 quarter. The position peaked at $5.05K in Q2 2022. 342 funds tracked by Wall St. Rank hold PDCE as of Q3 2022.

Halpern Financial reported no remaining PDC Energy, Inc. position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 82 PDC Energy, Inc. shares in Q3 2022, an estimated $5.05K.
Halpern Financial first reported a position in PDC Energy, Inc. in Q2 2022 and held it in 1 quarter.
Halpern Financial's PDC Energy, Inc. position peaked at $5.05K in Q2 2022.
342 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.