RIA
PDCE

Regal Investment Advisors’s PDC Energy, Inc. PDCE Stock Holding History

Regal Investment 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
Q2 		– Sell
-3,787
Closed -$243K – 554
2023
Q1 		$243K Buy
+3,787
New +$245K 0.02% 442

Other funds holding PDCE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Regal Investment Advisors's PDCE Position: Q2 2023 in Review

Regal Investment Advisors sold out of PDC Energy, Inc. (PDCE) in Q2 2023, closing a stake of 3,787 shares — an estimated $243K sold.

Regal Investment Advisors first reported a position in PDCE in Q1 2023 and held it in 1 quarter. The position peaked at $243K in Q1 2023. 365 funds tracked by Wall St. Rank hold PDCE as of Q2 2023.

  • Regal Investment Advisors reported no remaining PDC Energy, Inc. position as of Q2 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 3,787 PDC Energy, Inc. shares in Q2 2023, an estimated $243K.
  • Regal Investment Advisors first reported a position in PDC Energy, Inc. in Q1 2023 and held it in 1 quarter.
  • Regal Investment Advisors's PDC Energy, Inc. position peaked at $243K in Q1 2023.
  • 365 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q2 2023.

Based on Regal Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.