UBP Investment Advisors’s Devon Energy DVN Stock Holding History

UBP Investment 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
2022 Q3	$400K	Hold	6,625	–	–	0.21%	67
2022 Q2	$370K	Buy	+6,625	New	+$433K	0.15%	81

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBP Investment Advisors's DVN Position: Q3 2022 in Review

UBP Investment Advisors held its Devon Energy (DVN) position steady in Q3 2022 at 6,625 shares worth $400K. The position accounts for 0.21% of the portfolio, ranked #67.

UBP Investment Advisors first reported a position in DVN in Q2 2022 and has held it in 2 quarters since. 1,247 funds tracked by Wall St. Rank hold DVN as of Q3 2022.

UBP Investment Advisors held 6,625 shares of Devon Energy worth $400K as of Q3 2022.
UBP Investment Advisors left its Devon Energy share count unchanged in Q3 2022.
Devon Energy made up 0.21% of UBP Investment Advisors's portfolio in Q3 2022, its #67 holding.
UBP Investment Advisors first reported a position in Devon Energy in Q2 2022 and has held it in 2 quarters since.
1,247 funds tracked by Wall St. Rank held Devon Energy as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.