PCMU
PDCE

Paragon Capital Management (Utah)’s PDC Energy, Inc. PDCE Stock Holding History

Paragon Capital Management (Utah)’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
-18,683
Closed -$1.33M – 82
2023
Q2 		$1.33M Sell
18,683
-320
-2% -$21.6K 1.12% 29
2023
Q1 		$1.22M Buy
+19,003
New +$1.23M 1.06% 36

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 $9.54B AUM 19.86% 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

Paragon Capital Management (Utah)'s PDCE Position: Q3 2023 in Review

Paragon Capital Management (Utah) sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 18,683 shares — an estimated $1.33M sold.

Paragon Capital Management (Utah) first reported a position in PDCE in Q1 2023 and held it in 2 quarters. The position peaked at $1.33M in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Paragon Capital Management (Utah) reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Paragon Capital Management (Utah) sold 18,683 PDC Energy, Inc. shares in Q3 2023, an estimated $1.33M.
  • Paragon Capital Management (Utah) first reported a position in PDC Energy, Inc. in Q1 2023 and held it in 2 quarters.
  • Paragon Capital Management (Utah)'s PDC Energy, Inc. position peaked at $1.33M in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Paragon Capital Management (Utah)'s 13F filing for Q3 2023, filed 26 Sep 2024.