I
PDCE

INVST’s PDC Energy, Inc. PDCE Stock Holding History

INVST’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
-11,396
Closed -$811K – 201
2023
Q2 		$811K Buy
11,396
+123
+1% +$8.31K 0.12% 99
2023
Q1 		$710K Buy
+11,273
New +$729K 0.11% 116

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 $8.74B AUM 14.62% 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

INVST's PDCE Position: Q3 2023 in Review

INVST sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 11,396 shares — an estimated $811K sold.

INVST first reported a position in PDCE in Q1 2023 and held it in 2 quarters. The position peaked at $811K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • INVST reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • INVST sold 11,396 PDC Energy, Inc. shares in Q3 2023, an estimated $811K.
  • INVST first reported a position in PDC Energy, Inc. in Q1 2023 and held it in 2 quarters.
  • INVST's PDC Energy, Inc. position peaked at $811K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on INVST's 13F filing for Q3 2023, filed 21 Nov 2023.