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WealthPlan Investment Management’s Devon Energy DVN Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-800
Closed -$38.7K – 209
2023
Q2 		$38.7K Buy
800
+407
+104% +$20.5K 0.01% 211
2023
Q1 		$19.9K Buy
+393
New +$22.4K ﹤0.01% 294

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthPlan Investment Management's DVN Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Devon Energy (DVN) in Q3 2023, closing a stake of 800 shares — an estimated $38.7K sold.

WealthPlan Investment Management first reported a position in DVN in Q1 2023 and held it in 2 quarters. The position peaked at $38.7K in Q2 2023. 1,217 funds tracked by Wall St. Rank hold DVN as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Devon Energy position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 800 Devon Energy shares in Q3 2023, an estimated $38.7K.
  • WealthPlan Investment Management first reported a position in Devon Energy in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Devon Energy position peaked at $38.7K in Q2 2023.
  • 1,217 funds tracked by Wall St. Rank held Devon Energy as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.