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Paradigm Financial Advisors’s Devon Energy DVN Stock Holding History

Paradigm Financial Advisors’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
2021
Q4 		$457K Buy
10,375
+1,090
+12% +$45.3K 0.1% 125
2021
Q3 		$330K Buy
+9,285
New +$263K 0.08% 151

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
EECFX
EnCap Energy Capital Fund X Houston, Texas $216M AUM 11.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paradigm Financial Advisors's DVN Position: Q4 2021 in Review

Paradigm Financial Advisors increased its Devon Energy (DVN) stake by 12% in Q4 2021, buying an estimated $45.3K and bringing the position to 10,375 shares worth $457K. The position accounts for 0.1% of the portfolio, ranked #125.

Paradigm Financial Advisors first reported a position in DVN in Q3 2021 and has held it in 2 quarters since. 926 funds tracked by Wall St. Rank hold DVN as of Q4 2021.

  • Paradigm Financial Advisors held 10,375 shares of Devon Energy worth $457K as of Q4 2021.
  • Paradigm Financial Advisors bought 1,090 Devon Energy shares in Q4 2021, an estimated $45.3K.
  • Devon Energy made up 0.1% of Paradigm Financial Advisors's portfolio in Q4 2021, its #125 holding.
  • Paradigm Financial Advisors first reported a position in Devon Energy in Q3 2021 and has held it in 2 quarters since.
  • 926 funds tracked by Wall St. Rank held Devon Energy as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.