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Guardian Wealth Advisors (North Carolina)’s Devon Energy DVN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2022
Q4 		– Sell
-3,416
Closed -$205K – 387
2022
Q3 		$205K Buy
+3,416
New +$212K 0.04% 184

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s DVN Position: Q4 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of Devon Energy (DVN) in Q4 2022, closing a stake of 3,416 shares — an estimated $205K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in DVN in Q3 2022 and held it in 1 quarter. The position peaked at $205K in Q3 2022. 1,333 funds tracked by Wall St. Rank hold DVN as of Q4 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Devon Energy position as of Q4 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 3,416 Devon Energy shares in Q4 2022, an estimated $205K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Devon Energy in Q3 2022 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Devon Energy position peaked at $205K in Q3 2022.
  • 1,333 funds tracked by Wall St. Rank held Devon Energy as of Q4 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.