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SYSTM Wealth Solutions’s Devon Energy DVN Stock Holding History

SYSTM Wealth Solutions’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
Q1 		– Sell
-699
Closed -$31.7K – 1003
2023
Q4 		$31.7K Sell
699
-9,537
-93% -$437K ﹤0.01% 655
2023
Q3 		$488K Sell
10,236
-650
-6% -$32.7K 0.08% 288
2023
Q2 		$526K Sell
10,886
-848
-7% -$42.6K 0.07% 306
2023
Q1 		$594K Sell
11,734
-1,257
-10% -$71.5K 0.09% 275
2022
Q4 		$799K Buy
+12,991
New +$886K 0.1% 254

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SYSTM Wealth Solutions's DVN Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of Devon Energy (DVN) in Q1 2024, closing a stake of 699 shares — an estimated $31.7K sold.

SYSTM Wealth Solutions first reported a position in DVN in Q4 2022 and held it in 5 quarters. The position peaked at $799K in Q4 2022. 1,233 funds tracked by Wall St. Rank hold DVN as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining Devon Energy position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 699 Devon Energy shares in Q1 2024, an estimated $31.7K.
  • SYSTM Wealth Solutions first reported a position in Devon Energy in Q4 2022 and held it in 5 quarters.
  • SYSTM Wealth Solutions's Devon Energy position peaked at $799K in Q4 2022.
  • 1,233 funds tracked by Wall St. Rank held Devon Energy as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.