Patriot Financial Group Insurance Agency’s PDC Energy, Inc. PDCE Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-144	Closed	-$9K	–	2069
2022 Q2	$9K	Sell	144 -31	-18%	-$2.25K	﹤0.01%	1316
2022 Q1	$13K	Sell	175 -35	-17%	-$2.17K	﹤0.01%	1268
2021 Q4	$10K	Hold	210	–	–	﹤0.01%	1505
2021 Q3	$10K	Buy	210 +30	+17%	+$1.25K	﹤0.01%	1499
2021 Q2	$8K	Hold	180	–	–	﹤0.01%	1536
2021 Q1	$6K	Sell	180 -11	-6%	-$330	﹤0.01%	1518
2020 Q4	$4K	Hold	191	–	–	﹤0.01%	1524
2020 Q3	$2K	Hold	191	–	–	﹤0.01%	1495
2020 Q2	$2K	Buy	191 +83	+77%	+$992	﹤0.01%	1447
2020 Q1	$1K	Buy	+108	New	+$1.95K	﹤0.01%	1531

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 $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PDCE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of PDC Energy, Inc. (PDCE) in Q3 2022, closing a stake of 144 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in PDCE in Q1 2020 and held it in 10 quarters. The position peaked at $13K in Q1 2022. 342 funds tracked by Wall St. Rank hold PDCE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining PDC Energy, Inc. position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 144 PDC Energy, Inc. shares in Q3 2022, an estimated $9K.
Patriot Financial Group Insurance Agency first reported a position in PDC Energy, Inc. in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's PDC Energy, Inc. position peaked at $13K in Q1 2022.
342 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.