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Laurel Wealth Advisors (North Carolina)’s Devon Energy DVN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2020
Q1 		– Sell
-140
Closed -$4K – 528
2019
Q4 		$4K Hold
140
– – ﹤0.01% 452
2019
Q3 		$3K Hold
140
– – ﹤0.01% 452
2019
Q2 		$4K Hold
140
– – ﹤0.01% 445
2019
Q1 		$4K Hold
140
– – ﹤0.01% 419
2018
Q4 		$3K Buy
+140
New +$4.3K ﹤0.01% 440

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State Street
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EECFI
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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KL
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Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s DVN Position: Q1 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of Devon Energy (DVN) in Q1 2020, closing a stake of 140 shares — an estimated $4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in DVN in Q4 2018 and held it in 5 quarters. The position peaked at $4K in Q4 2019. 550 funds tracked by Wall St. Rank hold DVN as of Q1 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Devon Energy position as of Q1 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 140 Devon Energy shares in Q1 2020, an estimated $4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Devon Energy in Q4 2018 and held it in 5 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Devon Energy position peaked at $4K in Q4 2019.
  • 550 funds tracked by Wall St. Rank held Devon Energy as of Q1 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2020, filed 30 Apr 2020.