WFA
PDCE

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

Wipfli Financial 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
2022
Q3 		$75K Buy
+1,303
New +$80K 0.01% 877

Other funds holding PDCE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wipfli Financial Advisors's PDCE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in PDC Energy, Inc. (PDCE) in Q3 2022: 1,303 shares worth $75K. The stake represents 0.01% of the portfolio and ranks #877 among its holdings.

342 funds tracked by Wall St. Rank hold PDCE as of Q3 2022.

  • Wipfli Financial Advisors held 1,303 shares of PDC Energy, Inc. worth $75K as of Q3 2022.
  • PDC Energy, Inc. was a new Wipfli Financial Advisors position in Q3 2022.
  • PDC Energy, Inc. made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #877 holding.
  • 342 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.