Marcum Wealth’s Devon Energy DVN Stock Holding History

Marcum Wealth’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
2023 Q1	–	Sell	-7,677	Closed	-$472K	–	408
2022 Q4	$472K	Buy	7,677 +2,746	+56%	+$187K	0.06%	176
2022 Q3	$297K	Buy	+4,931	New	+$306K	0.05%	239

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 $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Marcum Wealth's DVN Position: Q1 2023 in Review

Marcum Wealth sold out of Devon Energy (DVN) in Q1 2023, closing a stake of 7,677 shares — an estimated $472K sold.

Marcum Wealth first reported a position in DVN in Q3 2022 and held it in 2 quarters. The position peaked at $472K in Q4 2022. 1,238 funds tracked by Wall St. Rank hold DVN as of Q1 2023.

Marcum Wealth reported no remaining Devon Energy position as of Q1 2023 after selling out during the quarter.
Marcum Wealth sold 7,677 Devon Energy shares in Q1 2023, an estimated $472K.
Marcum Wealth first reported a position in Devon Energy in Q3 2022 and held it in 2 quarters.
Marcum Wealth's Devon Energy position peaked at $472K in Q4 2022.
1,238 funds tracked by Wall St. Rank held Devon Energy as of Q1 2023.

Based on Marcum Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.