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National Wealth Management Group’s Devon Energy DVN Stock Holding History

National Wealth Management Group’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
Q3 		– Sell
-8,121
Closed -$448K – 130
2022
Q2 		$448K Buy
+8,121
New +$530K 0.56% 47

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

National Wealth Management Group's DVN Position: Q3 2022 in Review

National Wealth Management Group sold out of Devon Energy (DVN) in Q3 2022, closing a stake of 8,121 shares — an estimated $448K sold.

National Wealth Management Group first reported a position in DVN in Q2 2022 and held it in 1 quarter. The position peaked at $448K in Q2 2022. 1,247 funds tracked by Wall St. Rank hold DVN as of Q3 2022.

  • National Wealth Management Group reported no remaining Devon Energy position as of Q3 2022 after selling out during the quarter.
  • National Wealth Management Group sold 8,121 Devon Energy shares in Q3 2022, an estimated $448K.
  • National Wealth Management Group first reported a position in Devon Energy in Q2 2022 and held it in 1 quarter.
  • National Wealth Management Group's Devon Energy position peaked at $448K in Q2 2022.
  • 1,247 funds tracked by Wall St. Rank held Devon Energy as of Q3 2022.

Based on National Wealth Management Group's 13F filing for Q3 2022, filed 17 Nov 2023.