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Regent Peak Wealth Advisors’s Devon Energy DVN Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-841
Closed -$13K – 369
2020
Q4 		$13K Buy
+841
New +$10.4K ﹤0.01% 526

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State Street
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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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Regent Peak Wealth Advisors's DVN Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Devon Energy (DVN) in Q1 2021, closing a stake of 841 shares — an estimated $13K sold.

Regent Peak Wealth Advisors first reported a position in DVN in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 672 funds tracked by Wall St. Rank hold DVN as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Devon Energy position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 841 Devon Energy shares in Q1 2021, an estimated $13K.
  • Regent Peak Wealth Advisors first reported a position in Devon Energy in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Devon Energy position peaked at $13K in Q4 2020.
  • 672 funds tracked by Wall St. Rank held Devon Energy as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.