Forefront Wealth Management’s Devon Energy DVN Stock Holding History

Forefront 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
2023 Q3	$2.01M	Buy	42,228 +175	+0.4%	+$8.81K	2.83%	14
2023 Q2	$2.03M	Sell	42,053 -483	-1%	-$24.3K	2.69%	14
2023 Q1	$2.15M	Sell	42,536 -3,084	-7%	-$176K	2.81%	14
2022 Q4	$2.81M	Buy	45,620 +362	+0.8%	+$24.7K	3.78%	10
2022 Q3	$2.72M	Buy	45,258 +14,877	+49%	+$924K	3.79%	9
2022 Q2	$1.67M	Sell	30,381 -28,983	-49%	-$1.89M	2.25%	18
2022 Q1	$3.51M	Buy	+59,364	New	+$3.21M	3.47%	10

Other funds holding DVN

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Forefront Wealth Management's DVN Position: Q3 2023 in Review

Forefront Wealth Management increased its Devon Energy (DVN) stake by 0.42% in Q3 2023, buying an estimated $8.81K and bringing the position to 42,228 shares worth $2.01M. The position accounts for 2.83% of the portfolio, ranked #14.

Forefront Wealth Management first reported a position in DVN in Q1 2022 and has held it in 7 quarters since. The position peaked at $3.51M in Q1 2022. 1,218 funds tracked by Wall St. Rank hold DVN as of Q3 2023.

Forefront Wealth Management held 42,228 shares of Devon Energy worth $2.01M as of Q3 2023.
Forefront Wealth Management bought 175 Devon Energy shares in Q3 2023, an estimated $8.81K.
Devon Energy made up 2.83% of Forefront Wealth Management's portfolio in Q3 2023, its #14 holding.
Forefront Wealth Management first reported a position in Devon Energy in Q1 2022 and has held it in 7 quarters since.
Forefront Wealth Management's Devon Energy position peaked at $3.51M in Q1 2022.
1,218 funds tracked by Wall St. Rank held Devon Energy as of Q3 2023.

Based on Forefront Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.