Align Wealth Management’s Devon Energy DVN Stock Holding History

Align Wealth Management’s Portfolio DVN Stock Details DVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$120K	Buy	+2,000	New	+$136K	0.1%	33

Other funds holding DVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Align Wealth Management's DVN Position: Q4 2022 in Review

Align Wealth Management opened a new position in Devon Energy (DVN) in Q4 2022: 2,000 shares worth $120K. The stake represents 0.1% of the portfolio and ranks #33 among its holdings.

1,332 funds tracked by Wall St. Rank hold DVN as of Q4 2022.

Align Wealth Management held 2,000 shares of Devon Energy worth $120K as of Q4 2022.
Devon Energy was a new Align Wealth Management position in Q4 2022.
Devon Energy made up 0.1% of Align Wealth Management's portfolio in Q4 2022, its #33 holding.
1,332 funds tracked by Wall St. Rank held Devon Energy as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.