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Wealthcare Capital Management’s Devon Energy DVN Stock Holding History

Wealthcare Capital 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
2020
Q1 		– Sell
-28
Closed -$1K – 362
2019
Q4 		$1K Buy
+28
New +$630 ﹤0.01% 628
2015
Q2 		– Sell
-25
Closed -$2K – 519
2015
Q1 		$2K Buy
+25
New +$1.52K ﹤0.01% 804

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wealthcare Capital Management's DVN Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Devon Energy (DVN) in Q1 2020, closing a stake of 28 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in DVN in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q1 2015. 550 funds tracked by Wall St. Rank hold DVN as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Devon Energy position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 28 Devon Energy shares in Q1 2020, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Devon Energy in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Devon Energy position peaked at $2K in Q1 2015.
  • 550 funds tracked by Wall St. Rank held Devon Energy as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.