JWA
PDCE

JFS Wealth Advisors’s PDC Energy, Inc. PDCE Stock Holding History

JFS Wealth Advisors’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
-86
Closed -$6.12K – 2024
2023
Q2 		$6.12K Sell
86
-13
-13% -$878 ﹤0.01% 912
2023
Q1 		$6.35K Sell
99
-2
-2% -$129 ﹤0.01% 898
2022
Q4 		$6.41K Buy
101
+11
+12% +$767 ﹤0.01% 889
2022
Q3 		$5K Sell
90
-16
-15% -$982 ﹤0.01% 1028
2022
Q2 		$7K Buy
106
+16
+18% +$1.16K ﹤0.01% 911
2022
Q1 		$7K Buy
90
+58
+181% +$3.59K ﹤0.01% 943
2021
Q4 		$2K Buy
+32
New +$1.64K ﹤0.01% 1216

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

JFS Wealth Advisors's PDCE Position: Q3 2023 in Review

JFS Wealth Advisors sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 86 shares — an estimated $6.12K sold.

JFS Wealth Advisors first reported a position in PDCE in Q4 2021 and held it in 7 quarters. The position peaked at $7K in Q2 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • JFS Wealth Advisors reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 86 PDC Energy, Inc. shares in Q3 2023, an estimated $6.12K.
  • JFS Wealth Advisors first reported a position in PDC Energy, Inc. in Q4 2021 and held it in 7 quarters.
  • JFS Wealth Advisors's PDC Energy, Inc. position peaked at $7K in Q2 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on JFS Wealth Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.