Kore Private Wealth’s PDC Energy, Inc. PDCE Stock Holding History

Kore Private Wealth’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
2022 Q3	$884K	Buy	15,291 +558	+4%	+$34.2K	0.16%	88
2022 Q2	$908K	Buy	14,733 +328	+2%	+$23.8K	0.14%	110
2022 Q1	$1.05M	Buy	14,405 +1,586	+12%	+$98.1K	0.13%	114
2021 Q4	$625K	Buy	12,819 +22	+0.2%	+$1.13K	0.08%	149
2021 Q3	$606K	Buy	12,797 +3,783	+42%	+$158K	0.06%	208
2021 Q2	$413K	Buy	9,014 +158	+2%	+$6.45K	0.05%	251
2021 Q1	$305K	Buy	+8,856	New	+$266K	0.04%	269

Other funds holding PDCE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Kore Private Wealth's PDCE Position: Q3 2022 in Review

Kore Private Wealth increased its PDC Energy, Inc. (PDCE) stake by 3.8% in Q3 2022, buying an estimated $34.2K and bringing the position to 15,291 shares worth $884K. The position accounts for 0.16% of the portfolio, ranked #88.

Kore Private Wealth first reported a position in PDCE in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.05M in Q1 2022. 342 funds tracked by Wall St. Rank hold PDCE as of Q3 2022.

Kore Private Wealth held 15,291 shares of PDC Energy, Inc. worth $884K as of Q3 2022.
Kore Private Wealth bought 558 PDC Energy, Inc. shares in Q3 2022, an estimated $34.2K.
PDC Energy, Inc. made up 0.16% of Kore Private Wealth's portfolio in Q3 2022, its #88 holding.
Kore Private Wealth first reported a position in PDC Energy, Inc. in Q1 2021 and has held it in 7 quarters since.
Kore Private Wealth's PDC Energy, Inc. position peaked at $1.05M in Q1 2022.
342 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.