JWM
PDCE

Janiczek Wealth Management’s PDC Energy, Inc. PDCE Stock Holding History

Janiczek Wealth Management’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
-933
Closed -$66.4K – 1080
2023
Q2 		$66.4K Buy
933
+132
+16% +$8.92K 0.02% 284
2023
Q1 		$55.7K Buy
801
+222
+38% +$14.4K 0.02% 302
2022
Q4 		$38.3K Buy
579
+251
+77% +$17.5K 0.01% 354
2022
Q3 		$22K Buy
328
+232
+242% +$14.2K 0.01% 444
2022
Q2 		$6K Buy
96
+72
+300% +$5.22K ﹤0.01% 654
2022
Q1 		$2K Buy
+24
New +$1.48K ﹤0.01% 808

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

Janiczek Wealth Management's PDCE Position: Q3 2023 in Review

Janiczek Wealth Management sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 933 shares — an estimated $66.4K sold.

Janiczek Wealth Management first reported a position in PDCE in Q1 2022 and held it in 6 quarters. The position peaked at $66.4K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Janiczek Wealth Management reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 933 PDC Energy, Inc. shares in Q3 2023, an estimated $66.4K.
  • Janiczek Wealth Management first reported a position in PDC Energy, Inc. in Q1 2022 and held it in 6 quarters.
  • Janiczek Wealth Management's PDC Energy, Inc. position peaked at $66.4K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Janiczek Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.