PWMG
PDCE

Prestige Wealth Management Group’s PDC Energy, Inc. PDCE Stock Holding History

Prestige Wealth Management 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
2023
Q3 		– Sell
-30
Closed -$2.13K – 1098
2023
Q2 		$2.13K Hold
30
– – ﹤0.01% 749
2023
Q1 		$1.93K Buy
30
+7
+30% +$453 ﹤0.01% 751
2022
Q4 		$1.46K Sell
23
-35
-60% -$2.44K ﹤0.01% 897
2022
Q3 		$3K Buy
58
+23
+66% +$1.41K ﹤0.01% 701
2022
Q2 		$2K Hold
35
– – ﹤0.01% 811
2022
Q1 		$3K Hold
35
– – ﹤0.01% 742
2021
Q4 		$2K Hold
35
– – ﹤0.01% 851
2021
Q3 		$2K Hold
35
– – ﹤0.01% 843
2021
Q2 		$2K Hold
35
– – ﹤0.01% 843
2021
Q1 		$1K Hold
35
– – ﹤0.01% 938
2020
Q4 		$1K Buy
+35
New +$547 ﹤0.01% 917

Other funds holding PDCE

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Prestige Wealth Management Group's PDCE Position: Q3 2023 in Review

Prestige Wealth Management Group sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 30 shares — an estimated $2.13K sold.

Prestige Wealth Management Group first reported a position in PDCE in Q4 2020 and held it in 11 quarters. The position peaked at $3K in Q3 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Prestige Wealth Management Group reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 30 PDC Energy, Inc. shares in Q3 2023, an estimated $2.13K.
  • Prestige Wealth Management Group first reported a position in PDC Energy, Inc. in Q4 2020 and held it in 11 quarters.
  • Prestige Wealth Management Group's PDC Energy, Inc. position peaked at $3K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Prestige Wealth Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.