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TriaGen Wealth Management’s Devon Energy DVN Stock Holding History

TriaGen 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
-10,930
Closed -$657K – 172
2022
Q3 		$657K Buy
+10,930
New +$679K 0.36% 71
2022
Q2 		– Sell
-8,020
Closed -$474K – 168
2022
Q1 		$474K Sell
8,020
-299
-4% -$16.2K 0.25% 102
2021
Q4 		$366K Buy
+8,319
New +$346K 0.18% 125

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

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

TriaGen Wealth Management sold out of Devon Energy (DVN) in Q4 2022, closing a stake of 10,930 shares — an estimated $657K sold.

TriaGen Wealth Management first reported a position in DVN in Q4 2021 and held it in 3 quarters. The position peaked at $657K in Q3 2022. 1,332 funds tracked by Wall St. Rank hold DVN as of Q4 2022.

  • TriaGen Wealth Management reported no remaining Devon Energy position as of Q4 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 10,930 Devon Energy shares in Q4 2022, an estimated $657K.
  • TriaGen Wealth Management first reported a position in Devon Energy in Q4 2021 and held it in 3 quarters.
  • TriaGen Wealth Management's Devon Energy position peaked at $657K in Q3 2022.
  • 1,332 funds tracked by Wall St. Rank held Devon Energy as of Q4 2022.

Based on TriaGen Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.