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Apriem Advisors’s Devon Energy DVN Stock Holding History

Apriem Advisors’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 		– Sell
-3,443
Closed -$207K – 147
2022
Q3 		$207K Buy
+3,443
New +$214K 0.04% 130
2017
Q2 		– Sell
-30
Closed -$1K – 242
2017
Q1 		$1K Hold
30
– – ﹤0.01% 627
2016
Q4 		$1K Buy
+30
New +$1.32K ﹤0.01% 662
2016
Q1 		– Sell
-101
Closed -$3K – 584
2015
Q4 		$3K Buy
+101
New +$4.14K ﹤0.01% 474
2015
Q3 		– Sell
-222
Closed -$13K – 536
2015
Q2 		$13K Buy
+222
New +$14.4K ﹤0.01% 382
2014
Q1 		– Sell
-320
Closed -$20K – 501
2013
Q4 		$20K Buy
+320
New +$19.6K 0.01% 291

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Apriem Advisors's DVN Position: Q4 2022 in Review

Apriem Advisors sold out of Devon Energy (DVN) in Q4 2022, closing a stake of 3,443 shares — an estimated $207K sold.

Apriem Advisors first reported a position in DVN in Q4 2013 and held it in 6 quarters. The position peaked at $207K in Q3 2022. 1,332 funds tracked by Wall St. Rank hold DVN as of Q4 2022.

  • Apriem Advisors reported no remaining Devon Energy position as of Q4 2022 after selling out during the quarter.
  • Apriem Advisors sold 3,443 Devon Energy shares in Q4 2022, an estimated $207K.
  • Apriem Advisors first reported a position in Devon Energy in Q4 2013 and held it in 6 quarters.
  • Apriem Advisors's Devon Energy position peaked at $207K in Q3 2022.
  • 1,332 funds tracked by Wall St. Rank held Devon Energy as of Q4 2022.

Based on Apriem Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.