Pinnacle Wealth Planning Services’s PDC Energy, Inc. PDCE Stock Holding History

Pinnacle Wealth Planning Services’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 Q2	–	Sell	-3,681	Closed	-$268K	–	491
2022 Q1	$268K	Sell	3,681 -490	-12%	-$30.3K	0.05%	295
2021 Q4	$203K	Buy	+4,171	New	+$214K	0.04%	368
2021 Q1	–	Sell	-3,009	Closed	-$61K	–	2130
2020 Q4	$61K	Buy	+3,009	New	+$47K	0.01%	708

Other funds holding PDCE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Pinnacle Wealth Planning Services's PDCE Position: Q2 2022 in Review

Pinnacle Wealth Planning Services sold out of PDC Energy, Inc. (PDCE) in Q2 2022, closing a stake of 3,681 shares — an estimated $268K sold.

Pinnacle Wealth Planning Services first reported a position in PDCE in Q4 2020 and held it in 3 quarters. The position peaked at $268K in Q1 2022. 373 funds tracked by Wall St. Rank hold PDCE as of Q2 2022.

Pinnacle Wealth Planning Services reported no remaining PDC Energy, Inc. position as of Q2 2022 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 3,681 PDC Energy, Inc. shares in Q2 2022, an estimated $268K.
Pinnacle Wealth Planning Services first reported a position in PDC Energy, Inc. in Q4 2020 and held it in 3 quarters.
Pinnacle Wealth Planning Services's PDC Energy, Inc. position peaked at $268K in Q1 2022.
373 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q2 2022.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2022, filed 3 Aug 2022.