RJFSA
PDCE

Raymond James Financial Services Advisors’s PDC Energy, Inc. PDCE Stock Holding History

Raymond James Financial Services Advisors’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
-9,871
Closed -$702K – 3381
2023
Q2 		$702K Sell
9,871
-3,615
-27% -$244K ﹤0.01% 2140
2023
Q1 		$866K Sell
13,486
-267
-2% -$17.3K ﹤0.01% 1998
2022
Q4 		$873K Sell
13,753
-647
-4% -$45.1K ﹤0.01% 1930
2022
Q3 		$832K Buy
14,400
+829
+6% +$50.9K ﹤0.01% 1933
2022
Q2 		$836K Sell
13,571
-3,408
-20% -$247K ﹤0.01% 1946
2022
Q1 		$1.23M Sell
16,979
-18,377
-52% -$1.14M ﹤0.01% 1807
2021
Q4 		$1.73M Sell
35,356
-8,704
-20% -$447K ﹤0.01% 1637
2021
Q3 		$2.09M Sell
44,060
-6,239
-12% -$260K ﹤0.01% 1466
2021
Q2 		$2.3M Buy
50,299
+340
+0.7% +$13.9K ﹤0.01% 1392
2021
Q1 		$1.72M Sell
49,959
-1,204
-2% -$36.2K ﹤0.01% 1493
2020
Q4 		$1.05M Sell
51,163
-31,931
-38% -$499K ﹤0.01% 1666
2020
Q3 		$1.03M Buy
83,094
+14,346
+21% +$204K ﹤0.01% 1539
2020
Q2 		$855K Buy
68,748
+1,729
+3% +$20.7K ﹤0.01% 1582
2020
Q1 		$416K Buy
67,019
+25,279
+61% +$455K ﹤0.01% 1659
2019
Q4 		$1.09M Buy
+41,740
New +$1M ﹤0.01% 1496

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 $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Raymond James Financial Services Advisors's PDCE Position: Q3 2023 in Review

Raymond James Financial Services Advisors sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 9,871 shares — an estimated $702K sold.

Raymond James Financial Services Advisors first reported a position in PDCE in Q4 2019 and held it in 15 quarters. The position peaked at $2.3M in Q2 2021. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Raymond James Financial Services Advisors reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 9,871 PDC Energy, Inc. shares in Q3 2023, an estimated $702K.
  • Raymond James Financial Services Advisors first reported a position in PDC Energy, Inc. in Q4 2019 and held it in 15 quarters.
  • Raymond James Financial Services Advisors's PDC Energy, Inc. position peaked at $2.3M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.