Avitas Wealth Management’s Devon Energy DVN Stock Holding History

Avitas 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
2023 Q1	–	Sell	-30,083	Closed	-$1.85M	–	203
2022 Q4	$1.85M	Buy	30,083 +194	+0.6%	+$13.2K	0.39%	77
2022 Q3	$1.8M	Sell	29,889 -22,653	-43%	-$1.41M	0.41%	73
2022 Q2	$2.9M	Buy	52,542 +16,429	+45%	+$1.07M	0.63%	47
2022 Q1	$2.13M	Buy	+36,113	New	+$1.95M	0.39%	83

Other funds holding DVN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Avitas Wealth Management's DVN Position: Q1 2023 in Review

Avitas Wealth Management sold out of Devon Energy (DVN) in Q1 2023, closing a stake of 30,083 shares — an estimated $1.85M sold.

Avitas Wealth Management first reported a position in DVN in Q1 2022 and held it in 4 quarters. The position peaked at $2.9M in Q2 2022. 1,238 funds tracked by Wall St. Rank hold DVN as of Q1 2023.

Avitas Wealth Management reported no remaining Devon Energy position as of Q1 2023 after selling out during the quarter.
Avitas Wealth Management sold 30,083 Devon Energy shares in Q1 2023, an estimated $1.85M.
Avitas Wealth Management first reported a position in Devon Energy in Q1 2022 and held it in 4 quarters.
Avitas Wealth Management's Devon Energy position peaked at $2.9M in Q2 2022.
1,238 funds tracked by Wall St. Rank held Devon Energy as of Q1 2023.

Based on Avitas Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.