KI
PDCE

Kapitalo Investimentos’s PDC Energy, Inc. PDCE Stock Holding History

Kapitalo Investimentos’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
-5,442
Closed -$387K – 720
2023
Q2 		$387K Buy
5,442
+996
+22% +$67.3K 0.07% 145
2023
Q1 		$285K Buy
+4,446
New +$288K 0.09% 87

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

Kapitalo Investimentos's PDCE Position: Q3 2023 in Review

Kapitalo Investimentos sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 5,442 shares — an estimated $387K sold.

Kapitalo Investimentos first reported a position in PDCE in Q1 2023 and held it in 2 quarters. The position peaked at $387K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Kapitalo Investimentos reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 5,442 PDC Energy, Inc. shares in Q3 2023, an estimated $387K.
  • Kapitalo Investimentos first reported a position in PDC Energy, Inc. in Q1 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's PDC Energy, Inc. position peaked at $387K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Kapitalo Investimentos's 13F filing for Q3 2023, filed 29 Mar 2024.