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Innova Wealth Partners’s Devon Energy DVN Stock Holding History

Innova Wealth Partners’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
Q2 		– Sell
-4,075
Closed -$241K – 60
2022
Q1 		$241K Sell
4,075
-3,325
-45% -$180K 0.17% 61
2021
Q4 		$326K Buy
7,400
+425
+6% +$17.7K 0.23% 49
2021
Q3 		$248K Hold
6,975
– – 0.2% 58
2021
Q2 		$204K Buy
+6,975
New +$180K 0.16% 64

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Innova Wealth Partners's DVN Position: Q2 2022 in Review

Innova Wealth Partners sold out of Devon Energy (DVN) in Q2 2022, closing a stake of 4,075 shares — an estimated $241K sold.

Innova Wealth Partners first reported a position in DVN in Q2 2021 and held it in 4 quarters. The position peaked at $326K in Q4 2021. 1,176 funds tracked by Wall St. Rank hold DVN as of Q2 2022.

  • Innova Wealth Partners reported no remaining Devon Energy position as of Q2 2022 after selling out during the quarter.
  • Innova Wealth Partners sold 4,075 Devon Energy shares in Q2 2022, an estimated $241K.
  • Innova Wealth Partners first reported a position in Devon Energy in Q2 2021 and held it in 4 quarters.
  • Innova Wealth Partners's Devon Energy position peaked at $326K in Q4 2021.
  • 1,176 funds tracked by Wall St. Rank held Devon Energy as of Q2 2022.

Based on Innova Wealth Partners's 13F filing for Q2 2022, filed 11 Jul 2022.