Sargent Bickham Lagudis’s Devon Energy DVN Stock Holding History

Sargent Bickham Lagudis’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 Q4	$73.1K	Buy	1,189 +1,169	+5,845%	+$79.7K	0.01%	380
2022 Q3	$1K	Sell	20 -4	-17%	-$249	﹤0.01%	923
2022 Q2	$1K	Buy	+24	New	+$1.57K	﹤0.01%	978
2021 Q3	–	Sell	-58	Closed	-$2K	–	956
2021 Q2	$2K	Buy	+58	New	+$1.5K	﹤0.01%	860
2019 Q2	–	Sell	-100	Closed	-$3K	–	765
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	724
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	713
2018 Q3	$4K	Hold	100	–	–	﹤0.01%	701
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	684
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	697
2017 Q4	$4K	Sell	100 -500	-83%	-$18.9K	﹤0.01%	697
2017 Q3	$22K	Sell	600 -85	-12%	-$2.75K	﹤0.01%	480
2017 Q2	$22K	Sell	685 -283	-29%	-$10.3K	﹤0.01%	470
2017 Q1	$40K	Hold	968	–	–	0.01%	392
2016 Q4	$44K	Buy	968 +120	+14%	+$5.3K	0.01%	359
2016 Q3	$37	Buy	848 +33	+4%	+$1.34K	0.01%	400
2016 Q2	$30K	Sell	815 -696	-46%	-$23.6K	﹤0.01%	402
2016 Q1	$41K	Buy	+1,511	New	+$36.8K	0.01%	392

Other funds holding DVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return