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Freedom Wealth Alliance’s Devon Energy DVN Stock Holding History

Freedom Wealth Alliance’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 		$357K Sell
7,487
-894
-11% -$45K 0.59% 25
2023
Q2 		$428K Sell
8,381
-14
-0.2% -$704 0.6% 28
2023
Q1 		$425K Buy
8,395
+5,173
+161% +$294K 0.64% 26
2022
Q4 		$198K Buy
+3,222
New +$220K 0.28% 53

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Freedom Wealth Alliance's DVN Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its Devon Energy (DVN) stake by 11% in Q3 2023, selling an estimated $45K and leaving 7,487 shares worth $357K. The position accounts for 0.59% of the portfolio, ranked #25.

Freedom Wealth Alliance first reported a position in DVN in Q4 2022 and has held it in 4 quarters since. The position peaked at $428K in Q2 2023. 1,217 funds tracked by Wall St. Rank hold DVN as of Q3 2023.

  • Freedom Wealth Alliance held 7,487 shares of Devon Energy worth $357K as of Q3 2023.
  • Freedom Wealth Alliance sold 894 Devon Energy shares in Q3 2023, an estimated $45K.
  • Devon Energy made up 0.59% of Freedom Wealth Alliance's portfolio in Q3 2023, its #25 holding.
  • Freedom Wealth Alliance first reported a position in Devon Energy in Q4 2022 and has held it in 4 quarters since.
  • Freedom Wealth Alliance's Devon Energy position peaked at $428K in Q2 2023.
  • 1,217 funds tracked by Wall St. Rank held Devon Energy as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.