Elmwood Wealth Management’s Devon Energy DVN Stock Holding History

Elmwood 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
2020 Q2	–	Sell	-500	Closed	-$15.9K	–	278
2020 Q1	$15.9K	Buy	+500	New	+$9.04K	0.02%	172
2019 Q4	–	Sell	-200	Closed	-$5K	–	126
2019 Q3	$5K	Hold	200	–	–	0.01%	207
2019 Q2	$6K	Hold	200	–	–	0.01%	215
2019 Q1	$6K	Hold	200	–	–	0.01%	206
2018 Q4	$5K	Sell	200 -300	-60%	-$9.22K	﹤0.01%	220
2018 Q3	$20K	Hold	500	–	–	0.02%	168
2018 Q2	$22K	Hold	500	–	–	0.02%	162
2018 Q1	$15.9K	Buy	+500	New	+$18.4K	0.02%	172

Other funds holding DVN

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Elmwood Wealth Management's DVN Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Devon Energy (DVN) in Q2 2020, closing a stake of 500 shares — an estimated $15.9K sold.

Elmwood Wealth Management first reported a position in DVN in Q1 2018 and held it in 8 quarters. The position peaked at $22K in Q2 2018. 532 funds tracked by Wall St. Rank hold DVN as of Q2 2020.

Elmwood Wealth Management reported no remaining Devon Energy position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 500 Devon Energy shares in Q2 2020, an estimated $15.9K.
Elmwood Wealth Management first reported a position in Devon Energy in Q1 2018 and held it in 8 quarters.
Elmwood Wealth Management's Devon Energy position peaked at $22K in Q2 2018.
532 funds tracked by Wall St. Rank held Devon Energy as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.