NFG
PDCE

Nations Financial Group’s PDC Energy, Inc. PDCE Stock Holding History

Nations Financial Group’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
-7,942
Closed -$565K – 648
2023
Q2 		$565K Sell
7,942
-89
-1% -$6.01K 0.06% 357
2023
Q1 		$515K Sell
8,031
-2,683
-25% -$174K 0.05% 360
2022
Q4 		$680K Buy
10,714
+2,385
+29% +$166K 0.08% 285
2022
Q3 		$481K Buy
8,329
+2,566
+45% +$157K 0.07% 306
2022
Q2 		$355K Sell
5,763
-88
-2% -$6.38K 0.05% 371
2022
Q1 		$425K Buy
+5,851
New +$362K 0.05% 346

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

Nations Financial Group's PDCE Position: Q3 2023 in Review

Nations Financial Group sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 7,942 shares — an estimated $565K sold.

Nations Financial Group first reported a position in PDCE in Q1 2022 and held it in 6 quarters. The position peaked at $680K in Q4 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Nations Financial Group reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Nations Financial Group sold 7,942 PDC Energy, Inc. shares in Q3 2023, an estimated $565K.
  • Nations Financial Group first reported a position in PDC Energy, Inc. in Q1 2022 and held it in 6 quarters.
  • Nations Financial Group's PDC Energy, Inc. position peaked at $680K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Nations Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.