KAS
PDCE

Kestra Advisory Services’s PDC Energy, Inc. PDCE Stock Holding History

Kestra Advisory Services’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
-3,455
Closed -$246K – 2259
2023
Q2 		$246K Buy
3,455
+71
+2% +$4.8K ﹤0.01% 1774
2023
Q1 		$217K Sell
3,384
-796
-19% -$51.5K ﹤0.01% 1784
2022
Q4 		$265K Buy
4,180
+32
+0.8% +$2.23K ﹤0.01% 1827
2022
Q3 		$240K Buy
4,148
+114
+3% +$7K ﹤0.01% 1740
2022
Q2 		$249K Buy
+4,034
New +$292K ﹤0.01% 1754

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

Kestra Advisory Services's PDCE Position: Q3 2023 in Review

Kestra Advisory Services sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 3,455 shares — an estimated $246K sold.

Kestra Advisory Services first reported a position in PDCE in Q2 2022 and held it in 5 quarters. The position peaked at $265K in Q4 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Kestra Advisory Services reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Kestra Advisory Services sold 3,455 PDC Energy, Inc. shares in Q3 2023, an estimated $246K.
  • Kestra Advisory Services first reported a position in PDC Energy, Inc. in Q2 2022 and held it in 5 quarters.
  • Kestra Advisory Services's PDC Energy, Inc. position peaked at $265K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Kestra Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.