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SOA Wealth Advisors’s Devon Energy DVN Stock Holding History

SOA 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
2023
Q4 		– Sell
-218
Closed -$10.4K – 913
2023
Q3 		$10.4K Sell
218
-94
-30% -$4.73K ﹤0.01% 518
2023
Q2 		$15.1K Sell
312
-150
-32% -$7.54K ﹤0.01% 472
2023
Q1 		$23.4K Buy
462
+11
+2% +$626 0.01% 397
2022
Q4 		$27.8K Buy
451
+151
+50% +$10.3K 0.01% 353
2022
Q3 		$18K Buy
300
+125
+71% +$7.77K 0.01% 408
2022
Q2 		$9K Buy
+175
New +$11.4K ﹤0.01% 504
2021
Q2 		– Sell
-21
Closed – – 882
2021
Q1 		$0 Buy
+21
New +$432 ﹤0.01% 830

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SOA Wealth Advisors's DVN Position: Q4 2023 in Review

SOA Wealth Advisors sold out of Devon Energy (DVN) in Q4 2023, closing a stake of 218 shares — an estimated $10.4K sold.

SOA Wealth Advisors first reported a position in DVN in Q1 2021 and held it in 7 quarters. The position peaked at $27.8K in Q4 2022. 1,231 funds tracked by Wall St. Rank hold DVN as of Q4 2023.

  • SOA Wealth Advisors reported no remaining Devon Energy position as of Q4 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 218 Devon Energy shares in Q4 2023, an estimated $10.4K.
  • SOA Wealth Advisors first reported a position in Devon Energy in Q1 2021 and held it in 7 quarters.
  • SOA Wealth Advisors's Devon Energy position peaked at $27.8K in Q4 2022.
  • 1,231 funds tracked by Wall St. Rank held Devon Energy as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.