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Paradigm Strategies in Wealth Management’s Devon Energy DVN Stock Holding History

Paradigm Strategies in 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
2021
Q3 		– Sell
-85
Closed -$2K – 95
2021
Q2 		$2K Buy
+85
New +$2.2K ﹤0.01% 215

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Paradigm Strategies in Wealth Management's DVN Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Devon Energy (DVN) in Q3 2021, closing a stake of 85 shares — an estimated $2K sold.

Paradigm Strategies in Wealth Management first reported a position in DVN in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 807 funds tracked by Wall St. Rank hold DVN as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Devon Energy position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 85 Devon Energy shares in Q3 2021, an estimated $2K.
  • Paradigm Strategies in Wealth Management first reported a position in Devon Energy in Q2 2021 and held it in 1 quarter.
  • Paradigm Strategies in Wealth Management's Devon Energy position peaked at $2K in Q2 2021.
  • 807 funds tracked by Wall St. Rank held Devon Energy as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.