Mount Yale Investment Advisors’s PDC Energy, Inc. PDCE Stock Holding History

Mount Yale Investment Advisors’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	-4,836	Closed	-$351K	–	509
2022 Q1	$351K	Sell	4,836 -411	-8%	-$25.4K	0.04%	344
2021 Q4	$256K	Sell	5,247 -1,767	-25%	-$90.7K	0.03%	404
2021 Q3	$332K	Sell	7,014 -696	-9%	-$29K	0.04%	336
2021 Q2	$353K	Sell	7,710 -2,451	-24%	-$100K	0.04%	295
2021 Q1	$350K	Buy	+10,161	New	+$305K	0.05%	291

Other funds holding PDCE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mount Yale Investment Advisors's PDCE Position: Q2 2022 in Review

Mount Yale Investment Advisors sold out of PDC Energy, Inc. (PDCE) in Q2 2022, closing a stake of 4,836 shares — an estimated $351K sold.

Mount Yale Investment Advisors first reported a position in PDCE in Q1 2021 and held it in 5 quarters. The position peaked at $353K in Q2 2021. 373 funds tracked by Wall St. Rank hold PDCE as of Q2 2022.

Mount Yale Investment Advisors reported no remaining PDC Energy, Inc. position as of Q2 2022 after selling out during the quarter.
Mount Yale Investment Advisors sold 4,836 PDC Energy, Inc. shares in Q2 2022, an estimated $351K.
Mount Yale Investment Advisors first reported a position in PDC Energy, Inc. in Q1 2021 and held it in 5 quarters.
Mount Yale Investment Advisors's PDC Energy, Inc. position peaked at $353K in Q2 2021.
373 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q2 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.