WWP
PDCE

WR Wealth Planners’s PDC Energy, Inc. PDCE Stock Holding History

WR Wealth Planners’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
-200
Closed -$14.2K – 954
2023
Q2 		$14.2K Hold
200
– – 0.01% 485
2023
Q1 		$12.8K Hold
200
– – 0.01% 497
2022
Q4 		$12.7K Hold
200
– – 0.01% 248
2022
Q3 		$11.6K Hold
200
– – 0.01% 246
2022
Q2 		$12.3K Hold
200
– – 0.01% 263
2022
Q1 		$14.5K Buy
+200
New +$12.4K 0.01% 260

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
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

WR Wealth Planners's PDCE Position: Q3 2023 in Review

WR Wealth Planners sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 200 shares — an estimated $14.2K sold.

WR Wealth Planners first reported a position in PDCE in Q1 2022 and held it in 6 quarters. The position peaked at $14.5K in Q1 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • WR Wealth Planners reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • WR Wealth Planners sold 200 PDC Energy, Inc. shares in Q3 2023, an estimated $14.2K.
  • WR Wealth Planners first reported a position in PDC Energy, Inc. in Q1 2022 and held it in 6 quarters.
  • WR Wealth Planners's PDC Energy, Inc. position peaked at $14.5K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on WR Wealth Planners's 13F filing for Q3 2023, filed 1 Aug 2024.