SFS
PDCE

Sowell Financial Services’s PDC Energy, Inc. PDCE Stock Holding History

Sowell Financial Services’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
-237
Closed -$9K – 2983
2021
Q1 		$9K Hold
237
– – ﹤0.01% 2380
2020
Q4 		$5K Hold
237
– – ﹤0.01% 2304
2020
Q3 		$3K Sell
237
-3,404
-93% -$48.5K ﹤0.01% 2176
2020
Q2 		$45K Hold
3,641
– – ﹤0.01% 1189
2020
Q1 		$23K Buy
+3,641
New +$65.6K ﹤0.01% 1349

Other funds holding PDCE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's PDCE Position: Q2 2021 in Review

Sowell Financial Services sold out of PDC Energy, Inc. (PDCE) in Q2 2021, closing a stake of 237 shares — an estimated $9K sold.

Sowell Financial Services first reported a position in PDCE in Q1 2020 and held it in 5 quarters. The position peaked at $45K in Q2 2020. 286 funds tracked by Wall St. Rank hold PDCE as of Q2 2021.

  • Sowell Financial Services reported no remaining PDC Energy, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 237 PDC Energy, Inc. shares in Q2 2021, an estimated $9K.
  • Sowell Financial Services first reported a position in PDC Energy, Inc. in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's PDC Energy, Inc. position peaked at $45K in Q2 2020.
  • 286 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.