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

TCI 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 Q2	–	Sell	-227	Closed	-$14.6K	–	2473
2023 Q1	$14.6K	Hold	227	–	–	﹤0.01%	870
2022 Q4	$14.4K	Buy	227 +1	+0.4%	+$70	﹤0.01%	850
2022 Q3	$13K	Buy	226 +19	+9%	+$1.17K	﹤0.01%	892
2022 Q2	$13K	Hold	207	–	–	﹤0.01%	879
2022 Q1	$15K	Hold	207	–	–	﹤0.01%	855
2021 Q4	$10K	Hold	207	–	–	﹤0.01%	1213
2021 Q3	$10K	Hold	207	–	–	﹤0.01%	1131
2021 Q2	$9K	Hold	207	–	–	﹤0.01%	1073
2021 Q1	$7K	Sell	207 -3,586	-95%	-$108K	﹤0.01%	1100
2020 Q4	$78K	Hold	3,793	–	–	0.03%	264
2020 Q3	$47K	Hold	3,793	–	–	0.02%	319
2020 Q2	$47K	Buy	3,793 +25	+0.7%	+$299	0.02%	320
2020 Q1	$23K	Buy	3,768 +3,658	+3,325%	+$65.9K	0.01%	438
2019 Q4	$3K	Buy	110 +38	+53%	+$912	﹤0.01%	1074
2019 Q3	$2K	Hold	72	–	–	﹤0.01%	1182
2019 Q2	$3K	Hold	72	–	–	﹤0.01%	947
2019 Q1	$3K	Hold	72	–	–	﹤0.01%	963
2018 Q4	$2K	Buy	72 +56	+350%	+$2.25K	﹤0.01%	1088
2018 Q3	$1K	Hold	16	–	–	﹤0.01%	1384
2018 Q2	$1K	Hold	16	–	–	﹤0.01%	1425
2018 Q1	$1K	Hold	16	–	–	﹤0.01%	1268
2017 Q4	$1K	Buy	+16	New	+$758	﹤0.01%	1304
2017 Q2	–	Sell	-12	Closed	-$1K	–	1393
2017 Q1	$1K	Buy	+12	New	+$843	﹤0.01%	1205
2015 Q4	–	Sell	-20	Closed	-$1K	–	1099
2015 Q3	$1K	Hold	20	–	–	﹤0.01%	932
2015 Q2	$1K	Buy	+20	New	+$1.13K	﹤0.01%	922

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

TCI Wealth Advisors's PDCE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of PDC Energy, Inc. (PDCE) in Q2 2023, closing a stake of 227 shares — an estimated $14.6K sold.

TCI Wealth Advisors first reported a position in PDCE in Q2 2015 and held it in 25 quarters. The position peaked at $78K in Q4 2020. 365 funds tracked by Wall St. Rank hold PDCE as of Q2 2023.

TCI Wealth Advisors reported no remaining PDC Energy, Inc. position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 227 PDC Energy, Inc. shares in Q2 2023, an estimated $14.6K.
TCI Wealth Advisors first reported a position in PDC Energy, Inc. in Q2 2015 and held it in 25 quarters.
TCI Wealth Advisors's PDC Energy, Inc. position peaked at $78K in Q4 2020.
365 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.