NFG
PDCE

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

Next 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
2021
Q4 		$2K Sell
34
-9
-21% -$462 ﹤0.01% 2669
2021
Q3 		$2K Buy
43
+23
+115% +$958 ﹤0.01% 2546
2021
Q2 		$1K Hold
20
– – ﹤0.01% 2598
2021
Q1 		$1K Buy
+20
New +$601 ﹤0.01% 2497

Other funds holding PDCE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Next Financial Group's PDCE Position: Q4 2021 in Review

Next Financial Group reduced its PDC Energy, Inc. (PDCE) stake by 21% in Q4 2021, selling an estimated $462 and leaving 34 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

Next Financial Group first reported a position in PDCE in Q1 2021 and has held it in 4 quarters since. 304 funds tracked by Wall St. Rank hold PDCE as of Q4 2021.

  • Next Financial Group held 34 shares of PDC Energy, Inc. worth $2K as of Q4 2021.
  • Next Financial Group sold 9 PDC Energy, Inc. shares in Q4 2021, an estimated $462.
  • PDC Energy, Inc. made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2669 holding.
  • Next Financial Group first reported a position in PDC Energy, Inc. in Q1 2021 and has held it in 4 quarters since.
  • 304 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.