Jones Financial Companies
PDCE

Jones Financial Companies’s PDC Energy, Inc. PDCE Stock Holding History

Jones Financial Companies’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
Q1 		– Sell
-60
Closed -$4K – 810
2022
Q4 		$4K Buy
+60
New +$4.18K ﹤0.01% 574

Other funds holding PDCE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Jones Financial Companies's PDCE Position: Q1 2023 in Review

Jones Financial Companies sold out of PDC Energy, Inc. (PDCE) in Q1 2023, closing a stake of 60 shares — an estimated $4K sold.

Jones Financial Companies first reported a position in PDCE in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 347 funds tracked by Wall St. Rank hold PDCE as of Q1 2023.

  • Jones Financial Companies reported no remaining PDC Energy, Inc. position as of Q1 2023 after selling out during the quarter.
  • Jones Financial Companies sold 60 PDC Energy, Inc. shares in Q1 2023, an estimated $4K.
  • Jones Financial Companies first reported a position in PDC Energy, Inc. in Q4 2022 and held it in 1 quarter.
  • Jones Financial Companies's PDC Energy, Inc. position peaked at $4K in Q4 2022.
  • 347 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q1 2023.

Based on Jones Financial Companies's 13F filing for Q1 2023, filed 11 May 2023.