Destination Wealth Management’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
– Sell
-100
Closed -$3K – 231
2019
Q2
$3K Sell
100
-300
-75% -$8.92K ﹤0.01% 509
2019
Q1
$13K Hold
400
– – ﹤0.01% 432
2018
Q4
$9K Hold
400
– – ﹤0.01% 414
2018
Q3
$16K Hold
400
– – ﹤0.01% 420
2018
Q2
$18K Hold
400
– – ﹤0.01% 353
2018
Q1
$13K Buy
+400
New +$14.7K ﹤0.01% 375

Other funds holding DVN

Destination Wealth Management's DVN Position: Q3 2019 in Review

Destination Wealth Management sold out of Devon Energy (DVN) in Q3 2019, closing a stake of 100 shares — an estimated $3K sold.

Destination Wealth Management first reported a position in DVN in Q1 2018 and held it in 6 quarters. The position peaked at $18K in Q2 2018. 599 funds tracked by Wall St. Rank hold DVN as of Q3 2019.

  • Destination Wealth Management reported no remaining Devon Energy position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 100 Devon Energy shares in Q3 2019, an estimated $3K.
  • Destination Wealth Management first reported a position in Devon Energy in Q1 2018 and held it in 6 quarters.
  • Destination Wealth Management's Devon Energy position peaked at $18K in Q2 2018.
  • 599 funds tracked by Wall St. Rank held Devon Energy as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.