IPW
PDCE

Impact Partnership Wealth’s PDC Energy, Inc. PDCE Stock Holding History

Impact Partnership Wealth’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
-700
Closed -$49.8K – 1253
2023
Q2 		$49.8K Buy
+700
New +$47.3K 0.02% 254

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

Impact Partnership Wealth's PDCE Position: Q3 2023 in Review

Impact Partnership Wealth sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 700 shares — an estimated $49.8K sold.

Impact Partnership Wealth first reported a position in PDCE in Q2 2023 and held it in 1 quarter. The position peaked at $49.8K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Impact Partnership Wealth reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 700 PDC Energy, Inc. shares in Q3 2023, an estimated $49.8K.
  • Impact Partnership Wealth first reported a position in PDC Energy, Inc. in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's PDC Energy, Inc. position peaked at $49.8K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.