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Selective Wealth Management’s Devon Energy DVN Stock Holding History

Selective 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
2022
Q4 		– Sell
-200
Closed -$12K – 267
2022
Q3 		$12K Sell
200
-1,750
-90% -$109K 0.01% 491
2022
Q2 		$107K Hold
1,950
– – 0.04% 210
2022
Q1 		$115K Buy
1,950
+1,000
+105% +$54.1K 0.04% 191
2021
Q4 		$42K Hold
950
– – 0.02% 301
2021
Q3 		$34K Buy
+950
New +$26.9K 0.02% 304

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Selective Wealth Management's DVN Position: Q4 2022 in Review

Selective Wealth Management sold out of Devon Energy (DVN) in Q4 2022, closing a stake of 200 shares — an estimated $12K sold.

Selective Wealth Management first reported a position in DVN in Q3 2021 and held it in 5 quarters. The position peaked at $115K in Q1 2022. 1,332 funds tracked by Wall St. Rank hold DVN as of Q4 2022.

  • Selective Wealth Management reported no remaining Devon Energy position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 200 Devon Energy shares in Q4 2022, an estimated $12K.
  • Selective Wealth Management first reported a position in Devon Energy in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's Devon Energy position peaked at $115K in Q1 2022.
  • 1,332 funds tracked by Wall St. Rank held Devon Energy as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.