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Clarus Wealth Advisors’s Devon Energy DVN Stock Holding History

Clarus 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
2019
Q3 		– Sell
-320
Closed -$9K – 242
2019
Q2 		$9K Sell
320
-107
-25% -$3.18K 0.01% 445
2019
Q1 		$13K Hold
427
– – 0.01% 481
2018
Q4 		$10K Buy
427
+1
+0.2% +$31 0.02% 508
2018
Q3 		$17K Hold
426
– – 0.01% 457
2018
Q2 		$14K Buy
+426
New +$16.5K 0.01% 475

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clarus Wealth Advisors's DVN Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Devon Energy (DVN) in Q3 2019, closing a stake of 320 shares — an estimated $9K sold.

Clarus Wealth Advisors first reported a position in DVN in Q2 2018 and held it in 5 quarters. The position peaked at $17K in Q3 2018. 599 funds tracked by Wall St. Rank hold DVN as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Devon Energy position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 320 Devon Energy shares in Q3 2019, an estimated $9K.
  • Clarus Wealth Advisors first reported a position in Devon Energy in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Devon Energy position peaked at $17K in Q3 2018.
  • 599 funds tracked by Wall St. Rank held Devon Energy as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.