TWD
PDCE

True Wealth Design’s PDC Energy, Inc. PDCE Stock Holding History

True Wealth Design’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
-11,699
Closed -$832K – 821
2023
Q2 		$832K Buy
+11,699
New +$790K 0.3% 50

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

True Wealth Design's PDCE Position: Q3 2023 in Review

True Wealth Design sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 11,699 shares — an estimated $832K sold.

True Wealth Design first reported a position in PDCE in Q2 2023 and held it in 1 quarter. The position peaked at $832K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • True Wealth Design reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • True Wealth Design sold 11,699 PDC Energy, Inc. shares in Q3 2023, an estimated $832K.
  • True Wealth Design first reported a position in PDC Energy, Inc. in Q2 2023 and held it in 1 quarter.
  • True Wealth Design's PDC Energy, Inc. position peaked at $832K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on True Wealth Design's 13F filing for Q3 2023, filed 13 Nov 2023.