MCC
PDCE

Money Concepts Capital’s PDC Energy, Inc. PDCE Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-226
Closed -$14.4K – 3170
2022
Q4 		$14.4K Sell
226
-7,180
-97% -$501K ﹤0.01% 1839
2022
Q3 		$428K Buy
7,406
+137
+2% +$8.41K 0.03% 311
2022
Q2 		$445K Buy
7,269
+267
+4% +$19.3K 0.04% 296
2022
Q1 		$509K Sell
7,002
-4,426
-39% -$274K 0.03% 433
2021
Q4 		$557K Buy
+11,428
New +$586K 0.05% 293

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Money Concepts Capital's PDCE Position: Q1 2023 in Review

Money Concepts Capital sold out of PDC Energy, Inc. (PDCE) in Q1 2023, closing a stake of 226 shares — an estimated $14.4K sold.

Money Concepts Capital first reported a position in PDCE in Q4 2021 and held it in 5 quarters. The position peaked at $557K in Q4 2021. 347 funds tracked by Wall St. Rank hold PDCE as of Q1 2023.

  • Money Concepts Capital reported no remaining PDC Energy, Inc. position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 226 PDC Energy, Inc. shares in Q1 2023, an estimated $14.4K.
  • Money Concepts Capital first reported a position in PDC Energy, Inc. in Q4 2021 and held it in 5 quarters.
  • Money Concepts Capital's PDC Energy, Inc. position peaked at $557K in Q4 2021.
  • 347 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.