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Juncture Wealth Strategies’s Devon Energy DVN Stock Holding History

Juncture Wealth Strategies’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
Q1 		– Sell
-8,600
Closed -$390K – 112
2023
Q4 		$390K Sell
8,600
-2,000
-19% -$91.6K 0.18% 85
2023
Q3 		$506K Sell
10,600
-700
-6% -$35.2K 0.25% 79
2023
Q2 		$546K Buy
11,300
+2,741
+32% +$138K 0.26% 79
2023
Q1 		$433K Buy
+8,559
New +$487K 0.21% 83

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Juncture Wealth Strategies's DVN Position: Q1 2024 in Review

Juncture Wealth Strategies sold out of Devon Energy (DVN) in Q1 2024, closing a stake of 8,600 shares — an estimated $390K sold.

Juncture Wealth Strategies first reported a position in DVN in Q1 2023 and held it in 4 quarters. The position peaked at $546K in Q2 2023. 1,233 funds tracked by Wall St. Rank hold DVN as of Q1 2024.

  • Juncture Wealth Strategies reported no remaining Devon Energy position as of Q1 2024 after selling out during the quarter.
  • Juncture Wealth Strategies sold 8,600 Devon Energy shares in Q1 2024, an estimated $390K.
  • Juncture Wealth Strategies first reported a position in Devon Energy in Q1 2023 and held it in 4 quarters.
  • Juncture Wealth Strategies's Devon Energy position peaked at $546K in Q2 2023.
  • 1,233 funds tracked by Wall St. Rank held Devon Energy as of Q1 2024.

Based on Juncture Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.