MGWM
PDCE

Marks Group Wealth Management’s PDC Energy, Inc. PDCE Stock Holding History

Marks Group Wealth Management’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
Q2 		– Sell
-3,321
Closed -$241K – 315
2022
Q1 		$241K Buy
+3,321
New +$205K 0.03% 279

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Marks Group Wealth Management's PDCE Position: Q2 2022 in Review

Marks Group Wealth Management sold out of PDC Energy, Inc. (PDCE) in Q2 2022, closing a stake of 3,321 shares — an estimated $241K sold.

Marks Group Wealth Management first reported a position in PDCE in Q1 2022 and held it in 1 quarter. The position peaked at $241K in Q1 2022. 373 funds tracked by Wall St. Rank hold PDCE as of Q2 2022.

  • Marks Group Wealth Management reported no remaining PDC Energy, Inc. position as of Q2 2022 after selling out during the quarter.
  • Marks Group Wealth Management sold 3,321 PDC Energy, Inc. shares in Q2 2022, an estimated $241K.
  • Marks Group Wealth Management first reported a position in PDC Energy, Inc. in Q1 2022 and held it in 1 quarter.
  • Marks Group Wealth Management's PDC Energy, Inc. position peaked at $241K in Q1 2022.
  • 373 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q2 2022.

Based on Marks Group Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.