HIA
PDCE

Harbor Investment Advisory’s PDC Energy, Inc. PDCE Stock Holding History

Harbor Investment Advisory’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
-1,228
Closed -$87.4K – 1380
2023
Q2 		$87.4K Sell
1,228
-368
-23% -$24.9K 0.01% 542
2023
Q1 		$102K Hold
1,596
– – 0.02% 491
2022
Q4 		$101K Sell
1,596
-180
-10% -$12.6K 0.02% 488
2022
Q3 		$103K Hold
1,776
– – 0.02% 463
2022
Q2 		$109K Sell
1,776
-921
-34% -$66.7K 0.02% 480
2022
Q1 		$196K Hold
2,697
– – 0.03% 383
2021
Q4 		$132K Buy
2,697
+27
+1% +$1.39K 0.02% 464
2021
Q3 		$127K Buy
2,670
+346
+15% +$14.4K 0.02% 462
2021
Q2 		$106K Buy
2,324
+662
+40% +$27K 0.01% 503
2021
Q1 		$57K Hold
1,662
– – 0.01% 641
2020
Q4 		$34K Buy
1,662
+510
+44% +$7.97K 0.01% 730
2020
Q3 		$14K Buy
1,152
+838
+267% +$11.9K ﹤0.01% 811
2020
Q2 		$4K Buy
314
+189
+151% +$2.26K ﹤0.01% 912
2020
Q1 		$1K Buy
+125
New +$2.25K ﹤0.01% 999

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

Harbor Investment Advisory's PDCE Position: Q3 2023 in Review

Harbor Investment Advisory sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 1,228 shares — an estimated $87.4K sold.

Harbor Investment Advisory first reported a position in PDCE in Q1 2020 and held it in 14 quarters. The position peaked at $196K in Q1 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Harbor Investment Advisory reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 1,228 PDC Energy, Inc. shares in Q3 2023, an estimated $87.4K.
  • Harbor Investment Advisory first reported a position in PDC Energy, Inc. in Q1 2020 and held it in 14 quarters.
  • Harbor Investment Advisory's PDC Energy, Inc. position peaked at $196K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.