OTL
PDCE

Oak Thistle LLC’s PDC Energy, Inc. PDCE Stock Holding History

Oak Thistle LLC’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
-5,912
Closed -$421K – 646
2023
Q2 		$421K Buy
5,912
+2,095
+55% +$142K 0.22% 194
2023
Q1 		$245K Buy
+3,817
New +$247K 0.14% 299

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

Oak Thistle LLC's PDCE Position: Q3 2023 in Review

Oak Thistle LLC sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 5,912 shares — an estimated $421K sold.

Oak Thistle LLC first reported a position in PDCE in Q1 2023 and held it in 2 quarters. The position peaked at $421K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Oak Thistle LLC reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Oak Thistle LLC sold 5,912 PDC Energy, Inc. shares in Q3 2023, an estimated $421K.
  • Oak Thistle LLC first reported a position in PDC Energy, Inc. in Q1 2023 and held it in 2 quarters.
  • Oak Thistle LLC's PDC Energy, Inc. position peaked at $421K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Oak Thistle LLC's 13F filing for Q3 2023, filed 18 Oct 2023.