RWM
PDCE

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

Revisor Wealth Management’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
-4,549
Closed -$324K – 180
2023
Q2 		$324K Buy
4,549
+6
+0.1% +$405 0.29% 94
2023
Q1 		$292K Buy
+4,543
New +$294K 0.27% 104

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Revisor Wealth Management's PDCE Position: Q3 2023 in Review

Revisor Wealth Management sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 4,549 shares — an estimated $324K sold.

Revisor Wealth Management first reported a position in PDCE in Q1 2023 and held it in 2 quarters. The position peaked at $324K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Revisor Wealth Management reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Revisor Wealth Management sold 4,549 PDC Energy, Inc. shares in Q3 2023, an estimated $324K.
  • Revisor Wealth Management first reported a position in PDC Energy, Inc. in Q1 2023 and held it in 2 quarters.
  • Revisor Wealth Management's PDC Energy, Inc. position peaked at $324K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Revisor Wealth Management's 13F filing for Q3 2023, filed 16 Nov 2023.