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FWM
Frontier Wealth Management’s
Devon Energy
DVN
Stock Holding History
Frontier Wealth Management’s Portfolio
DVN Stock Details
DVN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
$28.2M
Sell
511,155
-45,855
-8%
-$2.99M
2.05%
11
2022
Q1
$34.7M
Sell
557,010
-67,195
-11%
-$3.64M
0.43%
10
2021
Q4
$27.5M
Sell
624,205
-146,994
-19%
-$6.11M
1.81%
9
2021
Q3
$27.4M
Sell
771,199
-222,372
-22%
-$6.31M
1.89%
9
2021
Q2
$29M
Buy
+993,571
New
+$25.7M
2.03%
10
2020
Q2
–
Sell
-11,652
Closed
-$81K
–
349
2020
Q1
$81K
Buy
11,652
+3,460
+42%
+$62.5K
0.01%
277
2019
Q4
$213K
Sell
8,192
-132
-2%
-$2.97K
0.03%
273
2019
Q3
$200K
Buy
8,324
+986
+13%
+$24.7K
0.03%
285
2019
Q2
$209K
Buy
+7,338
New
+$218K
0.03%
278
2017
Q1
–
Sell
-4,792
Closed
-$219K
–
406
2016
Q4
$219K
Buy
+4,792
New
+$212K
0.04%
343
2015
Q2
–
Sell
-7,741
Closed
-$467K
–
359
2015
Q1
$467K
Buy
7,741
+513
+7%
+$31.3K
0.08%
177
2014
Q4
$442K
Buy
+7,228
New
+$438K
0.08%
150
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$5.72T AUM
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
GQG Partners
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$63.1B AUM
23.07%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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