HWMA
PDCE

Heritage Wealth Management (Arizona)’s PDC Energy, Inc. PDCE Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$7.62K Buy
120
+60
+100% +$4.18K ﹤0.01% 815
2022
Q3 		$3K Hold
60
– – ﹤0.01% 855
2022
Q2 		$3.7K Hold
60
– – ﹤0.01% 812
2022
Q1 		$4K Buy
+60
New +$3.71K ﹤0.01% 841
2021
Q3 		$3K Buy
+60
New +$2.5K ﹤0.01% 801

Other funds holding PDCE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PDCE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its PDC Energy, Inc. (PDCE) stake by 100% in Q4 2022, buying an estimated $4.18K and bringing the position to 120 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Heritage Wealth Management (Arizona) first reported a position in PDCE in Q3 2021 and has held it in 5 quarters since. 374 funds tracked by Wall St. Rank hold PDCE as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 120 shares of PDC Energy, Inc. worth $7.62K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 60 PDC Energy, Inc. shares in Q4 2022, an estimated $4.18K.
  • PDC Energy, Inc. made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #815 holding.
  • Heritage Wealth Management (Arizona) first reported a position in PDC Energy, Inc. in Q3 2021 and has held it in 5 quarters since.
  • 374 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.