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

Sutton 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 Q1	–	Sell	-1,898	Closed	-$120K	–	1654
2022 Q4	$120K	Buy	1,898 +1,895	+63,167%	+$132K	0.05%	226
2022 Q3	$173	Sell	3 -8	-73%	-$491	﹤0.01%	1564
2022 Q2	$678	Buy	11 +5	+83%	+$362	﹤0.01%	1388
2022 Q1	$436	Sell	6 -1,306	-100%	-$80.8K	﹤0.01%	1503
2021 Q4	$64K	Buy	1,312 +246	+23%	+$12.6K	0.02%	352
2021 Q3	$50.5K	Buy	1,066 +41	+4%	+$1.71K	0.02%	390
2021 Q2	$46.9K	Hold	1,025	–	–	0.02%	422
2021 Q1	$35.3K	Hold	1,025	–	–	0.01%	494
2020 Q4	$21K	Sell	1,025 -436	-30%	-$6.81K	0.01%	594
2020 Q3	$18.1K	Hold	1,461	–	–	0.01%	573
2020 Q2	$18.2K	Buy	+1,461	New	+$17.5K	0.01%	564
2020 Q1	–	Sell	-976	Closed	-$25.5K	–	1280
2019 Q4	$25.5K	Buy	976 +158	+19%	+$3.79K	0.01%	509
2019 Q3	$22.7K	Sell	818 -300	-27%	-$9K	0.01%	540
2019 Q2	$40.3K	Sell	1,118 -207	-16%	-$7.81K	0.02%	356
2019 Q1	$53.9K	Buy	1,325 +1,118	+540%	+$40.8K	0.03%	279
2018 Q4	$6.16K	Sell	207 -624	-75%	-$25.1K	﹤0.01%	848
2018 Q3	$40.7K	Sell	831 -108	-12%	-$5.99K	0.03%	334
2018 Q2	$56.8K	Buy	939 +108	+13%	+$6.22K	0.04%	262
2018 Q1	$40.7K	Hold	831	–	–	0.03%	330
2017 Q4	$42.8K	Buy	831 +369	+80%	+$17.5K	0.03%	313
2017 Q3	$22.7K	Sell	462 -253	-35%	-$10.9K	0.02%	502
2017 Q2	$30.8K	Buy	715 +233	+48%	+$12.3K	0.02%	384
2017 Q1	$30.1K	Sell	482 -115	-19%	-$8.08K	0.03%	373
2016 Q4	$43.3K	Buy	597 +115	+24%	+$7.91K	0.04%	289
2016 Q3	$32.3K	Hold	482	–	–	0.03%	335
2016 Q2	$27.8K	Hold	482	–	–	0.03%	350
2016 Q1	$28.7K	Buy	+482	New	+$25.2K	0.03%	348

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

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

Sutton Wealth Advisors's PDCE Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of PDC Energy, Inc. (PDCE) in Q1 2023, closing a stake of 1,898 shares — an estimated $120K sold.

Sutton Wealth Advisors first reported a position in PDCE in Q1 2016 and held it in 27 quarters. The position peaked at $120K in Q4 2022. 347 funds tracked by Wall St. Rank hold PDCE as of Q1 2023.

Sutton Wealth Advisors reported no remaining PDC Energy, Inc. position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,898 PDC Energy, Inc. shares in Q1 2023, an estimated $120K.
Sutton Wealth Advisors first reported a position in PDC Energy, Inc. in Q1 2016 and held it in 27 quarters.
Sutton Wealth Advisors's PDC Energy, Inc. position peaked at $120K in Q4 2022.
347 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.