SPIA
PDCE

Steward Partners Investment Advisory’s PDC Energy, Inc. PDCE Stock Holding History

Steward Partners Investment Advisory’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
-149
Closed -$10.6K – 3478
2023
Q2 		$10.6K Hold
149
– – ﹤0.01% 2553
2023
Q1 		$9.56K Hold
149
– – ﹤0.01% 2557
2022
Q4 		$9.46K Hold
149
– – ﹤0.01% 2557
2022
Q3 		$9K Buy
149
+99
+198% +$6.08K ﹤0.01% 2595
2022
Q2 		$3K Hold
50
– – ﹤0.01% 2964
2022
Q1 		$4K Sell
50
-65
-57% -$4.02K ﹤0.01% 2995
2021
Q4 		$6K Sell
115
-45
-28% -$2.31K ﹤0.01% 2793
2021
Q3 		$8K Buy
160
+45
+39% +$1.88K ﹤0.01% 2698
2021
Q2 		$5K Buy
+115
New +$4.7K ﹤0.01% 6562
2018
Q3 		– Sell
-16
Closed -$1K – 2747
2018
Q2 		$1K Buy
+16
New +$922 ﹤0.01% 2406

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 $9.54B AUM 19.86% 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

Steward Partners Investment Advisory's PDCE Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 149 shares — an estimated $10.6K sold.

Steward Partners Investment Advisory first reported a position in PDCE in Q2 2018 and held it in 10 quarters. The position peaked at $10.6K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Steward Partners Investment Advisory reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 149 PDC Energy, Inc. shares in Q3 2023, an estimated $10.6K.
  • Steward Partners Investment Advisory first reported a position in PDC Energy, Inc. in Q2 2018 and held it in 10 quarters.
  • Steward Partners Investment Advisory's PDC Energy, Inc. position peaked at $10.6K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.