San Luis Wealth Advisors’s PDC Energy, Inc. PDCE Stock Holding History

San Luis Wealth 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	-11,661	Closed	-$830K	–	168
2023 Q2	$830K	Buy	+11,661	New	+$788K	0.29%	81
2022 Q2	–	Sell	-23	Closed	-$1K	–	447
2022 Q1	$1K	Buy	+23	New	+$1.42K	﹤0.01%	439

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

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

San Luis Wealth Advisors's PDCE Position: Q3 2023 in Review

San Luis Wealth Advisors sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 11,661 shares — an estimated $830K sold.

San Luis Wealth Advisors first reported a position in PDCE in Q1 2022 and held it in 2 quarters. The position peaked at $830K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

San Luis Wealth Advisors reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
San Luis Wealth Advisors sold 11,661 PDC Energy, Inc. shares in Q3 2023, an estimated $830K.
San Luis Wealth Advisors first reported a position in PDC Energy, Inc. in Q1 2022 and held it in 2 quarters.
San Luis Wealth Advisors's PDC Energy, Inc. position peaked at $830K in Q2 2023.
4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on San Luis Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.