IAM Advisory’s Devon Energy DVN Stock Holding History

IAM Advisory’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
2024 Q2	–	Sell	-4,684	Closed	-$235K	–	105
2024 Q1	$235K	Buy	+4,684	New	+$208K	0.06%	91

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 $3.38T AUM 44.17% 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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

IAM Advisory's DVN Position: Q2 2024 in Review

IAM Advisory sold out of Devon Energy (DVN) in Q2 2024, closing a stake of 4,684 shares — an estimated $235K sold.

IAM Advisory first reported a position in DVN in Q1 2024 and held it in 1 quarter. The position peaked at $235K in Q1 2024. 1,218 funds tracked by Wall St. Rank hold DVN as of Q2 2024.

IAM Advisory reported no remaining Devon Energy position as of Q2 2024 after selling out during the quarter.
IAM Advisory sold 4,684 Devon Energy shares in Q2 2024, an estimated $235K.
IAM Advisory first reported a position in Devon Energy in Q1 2024 and held it in 1 quarter.
IAM Advisory's Devon Energy position peaked at $235K in Q1 2024.
1,218 funds tracked by Wall St. Rank held Devon Energy as of Q2 2024.

Based on IAM Advisory's 13F filing for Q2 2024, filed 12 Jul 2024.