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Harvest Group Wealth Management’s Devon Energy DVN Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-104
Closed -$2K – 211
2020
Q4 		$2K Hold
104
– – ﹤0.01% 349
2020
Q3 		$1K Hold
104
– – ﹤0.01% 441
2020
Q2 		$1K Hold
104
– – ﹤0.01% 367
2020
Q1 		$0 Hold
104
– – ﹤0.01% 621
2019
Q4 		$2K Hold
104
– – ﹤0.01% 596
2019
Q3 		$3K Buy
104
+1
+1% +$25 ﹤0.01% 542
2019
Q2 		$2K Hold
103
– – ﹤0.01% 523
2019
Q1 		$3K Buy
+103
New +$2.88K ﹤0.01% 484

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund X Houston, Texas $216M AUM 11.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Harvest Group Wealth Management's DVN Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Devon Energy (DVN) in Q1 2021, closing a stake of 104 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in DVN in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q3 2019. 672 funds tracked by Wall St. Rank hold DVN as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Devon Energy position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 104 Devon Energy shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Devon Energy in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Devon Energy position peaked at $3K in Q3 2019.
  • 672 funds tracked by Wall St. Rank held Devon Energy as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.