MPWT
PDCE

MassMutual Private Wealth & Trust’s PDC Energy, Inc. PDCE Stock Holding History

MassMutual Private Wealth & Trust’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
-101
Closed -$7.18K – 2081
2023
Q2 		$7.18K Sell
101
-1
-1% -$68 ﹤0.01% 1076
2023
Q1 		$6.55K Sell
102
-6
-6% -$388 ﹤0.01% 1077
2022
Q4 		$7K Hold
108
– – ﹤0.01% 909
2022
Q3 		$6K Sell
108
-45
-29% -$2.76K ﹤0.01% 920
2022
Q2 		$9K Hold
153
– – ﹤0.01% 754
2022
Q1 		$11K Buy
153
+10
+7% +$619 ﹤0.01% 731
2021
Q4 		$7K Buy
+143
New +$7.34K ﹤0.01% 834
2021
Q2 		– Sell
-100
Closed -$3K – 1321
2021
Q1 		$3K Buy
+100
New +$3K ﹤0.01% 832

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

MassMutual Private Wealth & Trust's PDCE Position: Q3 2023 in Review

MassMutual Private Wealth & Trust sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 101 shares — an estimated $7.18K sold.

MassMutual Private Wealth & Trust first reported a position in PDCE in Q1 2021 and held it in 8 quarters. The position peaked at $11K in Q1 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • MassMutual Private Wealth & Trust reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 101 PDC Energy, Inc. shares in Q3 2023, an estimated $7.18K.
  • MassMutual Private Wealth & Trust first reported a position in PDC Energy, Inc. in Q1 2021 and held it in 8 quarters.
  • MassMutual Private Wealth & Trust's PDC Energy, Inc. position peaked at $11K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2023, filed 4 Oct 2023.