Theory Financial’s PDC Energy, Inc. PDCE Stock Holding History

Theory Financial’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	-6,000	Closed	-$427K	–	74
2023 Q2	$427K	Hold	6,000	–	–	0.25%	46
2023 Q1	$385K	Sell	6,000 -2,000	-25%	-$129K	0.23%	50
2022 Q4	$508K	Buy	+8,000	New	+$558K	0.34%	45

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

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

Theory Financial's PDCE Position: Q3 2023 in Review

Theory Financial sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 6,000 shares — an estimated $427K sold.

Theory Financial first reported a position in PDCE in Q4 2022 and held it in 3 quarters. The position peaked at $508K in Q4 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

Theory Financial reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
Theory Financial sold 6,000 PDC Energy, Inc. shares in Q3 2023, an estimated $427K.
Theory Financial first reported a position in PDC Energy, Inc. in Q4 2022 and held it in 3 quarters.
Theory Financial's PDC Energy, Inc. position peaked at $508K in Q4 2022.
4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Theory Financial's 13F filing for Q3 2023, filed 15 Nov 2023.