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Diversify Advisory Services’s Devon Energy DVN Stock Holding History

Diversify Advisory Services’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
2024
Q2 		– Sell
-4,822
Closed -$246K – 665
2024
Q1 		$246K Buy
+4,822
New +$214K 0.01% 573

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Victory Capital Management
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Diversify Advisory Services's DVN Position: Q2 2024 in Review

Diversify Advisory Services sold out of Devon Energy (DVN) in Q2 2024, closing a stake of 4,822 shares — an estimated $246K sold.

Diversify Advisory Services first reported a position in DVN in Q1 2024 and held it in 1 quarter. The position peaked at $246K in Q1 2024. 1,217 funds tracked by Wall St. Rank hold DVN as of Q2 2024.

  • Diversify Advisory Services reported no remaining Devon Energy position as of Q2 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 4,822 Devon Energy shares in Q2 2024, an estimated $246K.
  • Diversify Advisory Services first reported a position in Devon Energy in Q1 2024 and held it in 1 quarter.
  • Diversify Advisory Services's Devon Energy position peaked at $246K in Q1 2024.
  • 1,217 funds tracked by Wall St. Rank held Devon Energy as of Q2 2024.

Based on Diversify Advisory Services's 13F filing for Q2 2024, filed 12 Jul 2024.