Simplicity Wealth’s Devon Energy DVN Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-11,870	Closed	-$563K	–	686
2024 Q2	$563K	Buy	11,870 +416	+4%	+$20.7K	0.01%	707
2024 Q1	$575K	Buy	+11,454	New	+$508K	0.01%	682

Other funds holding DVN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

EECFX

EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplicity Wealth's DVN Position: Q3 2024 in Review

Simplicity Wealth sold out of Devon Energy (DVN) in Q3 2024, closing a stake of 11,870 shares — an estimated $563K sold.

Simplicity Wealth first reported a position in DVN in Q1 2024 and held it in 2 quarters. The position peaked at $575K in Q1 2024. 1,189 funds tracked by Wall St. Rank hold DVN as of Q3 2024.

Simplicity Wealth reported no remaining Devon Energy position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 11,870 Devon Energy shares in Q3 2024, an estimated $563K.
Simplicity Wealth first reported a position in Devon Energy in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Devon Energy position peaked at $575K in Q1 2024.
1,189 funds tracked by Wall St. Rank held Devon Energy as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.