Lake Point Wealth Management’s Devon Energy DVN Stock Holding History

Lake Point 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
2022 Q2	$37K	Sell	667 -98	-13%	-$6.4K	0.02%	81
2022 Q1	$45K	Buy	765 +265	+53%	+$14.3K	0.02%	71
2021 Q4	$22K	Hold	500	–	–	0.01%	113
2021 Q3	$18K	Hold	500	–	–	0.01%	112
2021 Q2	$15K	Buy	+500	New	+$12.9K	0.01%	142
2020 Q1	$3K	Hold	500	–	–	﹤0.01%	224
2019 Q4	$13K	Buy	+500	New	+$11.3K	﹤0.01%	245
2019 Q2	$14K	Hold	500	–	–	﹤0.01%	282
2019 Q1	$14K	Hold	500	–	–	﹤0.01%	282
2018 Q4	$11K	Buy	+500	New	+$15.4K	﹤0.01%	439

Other funds holding DVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lake Point Wealth Management's DVN Position: Q2 2022 in Review

Lake Point Wealth Management reduced its Devon Energy (DVN) stake by 13% in Q2 2022, selling an estimated $6.4K and leaving 667 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #81.

Lake Point Wealth Management first reported a position in DVN in Q4 2018 and has held it in 10 quarters since. The position peaked at $45K in Q1 2022. 1,176 funds tracked by Wall St. Rank hold DVN as of Q2 2022.

Lake Point Wealth Management held 667 shares of Devon Energy worth $37K as of Q2 2022.
Lake Point Wealth Management sold 98 Devon Energy shares in Q2 2022, an estimated $6.4K.
Devon Energy made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #81 holding.
Lake Point Wealth Management first reported a position in Devon Energy in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Devon Energy position peaked at $45K in Q1 2022.
1,176 funds tracked by Wall St. Rank held Devon Energy as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.