RFA
PDCE

Register Financial Advisors’s PDC Energy, Inc. PDCE Stock Holding History

Register Financial 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
-2,797
Closed -$199K – 615
2023
Q2 		$199K Sell
2,797
-632
-18% -$42.7K 0.14% 136
2023
Q1 		$220K Buy
3,429
+1,833
+115% +$119K 0.17% 121
2022
Q4 		$101K Buy
+1,596
New +$111K 0.06% 240

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 $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Register Financial Advisors's PDCE Position: Q3 2023 in Review

Register Financial Advisors sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 2,797 shares — an estimated $199K sold.

Register Financial Advisors first reported a position in PDCE in Q4 2022 and held it in 3 quarters. The position peaked at $220K in Q1 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Register Financial Advisors reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Register Financial Advisors sold 2,797 PDC Energy, Inc. shares in Q3 2023, an estimated $199K.
  • Register Financial Advisors first reported a position in PDC Energy, Inc. in Q4 2022 and held it in 3 quarters.
  • Register Financial Advisors's PDC Energy, Inc. position peaked at $220K in Q1 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Register Financial Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.