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Schechter Investment Advisors’s Devon Energy DVN Stock Holding History

Schechter Investment 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
2023
Q1 		– Sell
-9,770
Closed -$601K – 711
2022
Q4 		$601K Sell
9,770
-477
-5% -$32.5K 0.05% 448
2022
Q3 		$616K Buy
10,247
+414
+4% +$25.7K 0.06% 445
2022
Q2 		$541K Buy
9,833
+3,079
+46% +$201K 0.05% 505
2022
Q1 		$399K Buy
+6,754
New +$366K 0.04% 603

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Schechter Investment Advisors's DVN Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Devon Energy (DVN) in Q1 2023, closing a stake of 9,770 shares — an estimated $601K sold.

Schechter Investment Advisors first reported a position in DVN in Q1 2022 and held it in 4 quarters. The position peaked at $616K in Q3 2022. 1,238 funds tracked by Wall St. Rank hold DVN as of Q1 2023.

  • Schechter Investment Advisors reported no remaining Devon Energy position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 9,770 Devon Energy shares in Q1 2023, an estimated $601K.
  • Schechter Investment Advisors first reported a position in Devon Energy in Q1 2022 and held it in 4 quarters.
  • Schechter Investment Advisors's Devon Energy position peaked at $616K in Q3 2022.
  • 1,238 funds tracked by Wall St. Rank held Devon Energy as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.