BDO Wealth Advisors’s Devon Energy DVN Stock Holding History

BDO Wealth 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
2023 Q2	$57.7K	Buy	1,194 +528	+79%	+$26.5K	0.01%	410
2023 Q1	$33.7K	Buy	666 +9	+1%	+$512	﹤0.01%	490
2022 Q4	$40.4K	Buy	657 +11	+2%	+$750	0.01%	448
2022 Q3	$39K	Sell	646 -37	-5%	-$2.3K	0.01%	448
2022 Q2	$38K	Sell	683 -140	-17%	-$9.14K	﹤0.01%	451
2022 Q1	$49K	Buy	823 +358	+77%	+$19.4K	0.01%	432
2021 Q4	$20K	Buy	465 +9	+2%	+$374	﹤0.01%	619
2021 Q3	$16K	Sell	456 -270	-37%	-$7.66K	﹤0.01%	649
2021 Q2	$21K	Buy	726 +6	+0.8%	+$155	﹤0.01%	615
2021 Q1	$16K	Buy	720 +281	+64%	+$5.78K	﹤0.01%	647
2020 Q4	$7K	Buy	439 +22	+5%	+$273	﹤0.01%	588
2020 Q3	$4K	Sell	417 -243	-37%	-$2.56K	﹤0.01%	581
2020 Q2	$7K	Buy	660 +7	+1%	+$80	﹤0.01%	530
2020 Q1	$5K	Buy	+653	New	+$11.8K	﹤0.01%	599
2019 Q2	–	Sell	-300	Closed	-$9K	–	627
2019 Q1	$9K	Buy	300 +59	+24%	+$1.65K	﹤0.01%	435
2018 Q4	$5K	Buy	+241	New	+$7.41K	﹤0.01%	447
2018 Q1	–	Sell	-13	Closed	-$1K	–	583
2017 Q4	$1K	Buy	+13	New	+$492	﹤0.01%	455

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

RJA

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

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

BDO Wealth Advisors's DVN Position: Q2 2023 in Review

BDO Wealth Advisors increased its Devon Energy (DVN) stake by 79% in Q2 2023, buying an estimated $26.5K and bringing the position to 1,194 shares worth $57.7K. The position accounts for 0.01% of the portfolio, ranked #410.

BDO Wealth Advisors first reported a position in DVN in Q4 2017 and has held it in 17 quarters since. 1,222 funds tracked by Wall St. Rank hold DVN as of Q2 2023.

BDO Wealth Advisors held 1,194 shares of Devon Energy worth $57.7K as of Q2 2023.
BDO Wealth Advisors bought 528 Devon Energy shares in Q2 2023, an estimated $26.5K.
Devon Energy made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #410 holding.
BDO Wealth Advisors first reported a position in Devon Energy in Q4 2017 and has held it in 17 quarters since.
1,222 funds tracked by Wall St. Rank held Devon Energy as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.