EWM
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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

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return