TWP
PDCE

TFO Wealth Partners’s PDC Energy, Inc. PDCE Stock Holding History

TFO Wealth Partners’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
-5
Closed -$356 – 1110
2023
Q2 		$356 Hold
5
– – ﹤0.01% 365
2023
Q1 		$321 Sell
5
-391
-99% -$25.3K ﹤0.01% 358
2022
Q4 		$16.1K Buy
+396
New +$27.6K ﹤0.01% 92

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

TFO Wealth Partners's PDCE Position: Q3 2023 in Review

TFO Wealth Partners sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 5 shares — an estimated $356 sold.

TFO Wealth Partners first reported a position in PDCE in Q4 2022 and held it in 3 quarters. The position peaked at $16.1K in Q4 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • TFO Wealth Partners reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 5 PDC Energy, Inc. shares in Q3 2023, an estimated $356.
  • TFO Wealth Partners first reported a position in PDC Energy, Inc. in Q4 2022 and held it in 3 quarters.
  • TFO Wealth Partners's PDC Energy, Inc. position peaked at $16.1K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on TFO Wealth Partners's 13F filing for Q3 2023, filed 2 Nov 2023.