IWC
PDCE

Integrated Wealth Concepts’s PDC Energy, Inc. PDCE Stock Holding History

Integrated Wealth Concepts’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
-8,429
Closed -$600K – 1650
2023
Q2 		$600K Sell
8,429
-8,166
-49% -$552K 0.01% 905
2023
Q1 		$1.06M Buy
+16,595
New +$1.07M 0.02% 587

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

Integrated Wealth Concepts's PDCE Position: Q3 2023 in Review

Integrated Wealth Concepts sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 8,429 shares — an estimated $600K sold.

Integrated Wealth Concepts first reported a position in PDCE in Q1 2023 and held it in 2 quarters. The position peaked at $1.06M in Q1 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Integrated Wealth Concepts reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 8,429 PDC Energy, Inc. shares in Q3 2023, an estimated $600K.
  • Integrated Wealth Concepts first reported a position in PDC Energy, Inc. in Q1 2023 and held it in 2 quarters.
  • Integrated Wealth Concepts's PDC Energy, Inc. position peaked at $1.06M in Q1 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Integrated Wealth Concepts's 13F filing for Q3 2023, filed 15 Nov 2023.