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

Selective 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
2021 Q2	–	Sell	-100	Closed	-$3K	–	561
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	351
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	351
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	303
2020 Q2	$1K	Buy	+100	New	+$1.2K	﹤0.01%	413

Other funds holding PDCE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's PDCE Position: Q2 2021 in Review

Selective Wealth Management sold out of PDC Energy, Inc. (PDCE) in Q2 2021, closing a stake of 100 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in PDCE in Q2 2020 and held it in 4 quarters. The position peaked at $3K in Q1 2021. 286 funds tracked by Wall St. Rank hold PDCE as of Q2 2021.

Selective Wealth Management reported no remaining PDC Energy, Inc. position as of Q2 2021 after selling out during the quarter.
Selective Wealth Management sold 100 PDC Energy, Inc. shares in Q2 2021, an estimated $3K.
Selective Wealth Management first reported a position in PDC Energy, Inc. in Q2 2020 and held it in 4 quarters.
Selective Wealth Management's PDC Energy, Inc. position peaked at $3K in Q1 2021.
286 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q2 2021.

Based on Selective Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.