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

Spire 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 Q2	–	Sell	-6,422	Closed	-$412K	–	2563
2023 Q1	$412K	Buy	+6,422	New	+$416K	0.02%	532
2022 Q4	–	Sell	-8,123	Closed	-$469K	–	2425
2022 Q3	$469K	Sell	8,123 -295	-4%	-$18.1K	0.03%	341
2022 Q2	$519K	Buy	8,418 +7,913	+1,567%	+$573K	0.02%	462
2022 Q1	$37K	Sell	505 -7,960	-94%	-$492K	﹤0.01%	1565
2021 Q4	$413K	Buy	+8,465	New	+$434K	0.01%	770

Other funds holding PDCE

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

BlackRock New York $5.72T AUM 30.48% 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

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

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

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

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

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

Spire Wealth Management's PDCE Position: Q2 2023 in Review

Spire Wealth Management sold out of PDC Energy, Inc. (PDCE) in Q2 2023, closing a stake of 6,422 shares — an estimated $412K sold.

Spire Wealth Management first reported a position in PDCE in Q4 2021 and held it in 5 quarters. The position peaked at $519K in Q2 2022. 365 funds tracked by Wall St. Rank hold PDCE as of Q2 2023.

Spire Wealth Management reported no remaining PDC Energy, Inc. position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 6,422 PDC Energy, Inc. shares in Q2 2023, an estimated $412K.
Spire Wealth Management first reported a position in PDC Energy, Inc. in Q4 2021 and held it in 5 quarters.
Spire Wealth Management's PDC Energy, Inc. position peaked at $519K in Q2 2022.
365 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.