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Wealthspire Advisors (Maryland)’s Devon Energy DVN Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$139K Buy
14,730
+1,952
+15% +$20.6K ﹤0.01% 459
2020
Q2 		$145K Buy
12,778
+2,388
+23% +$27.2K 0.01% 428
2020
Q1 		$72K Buy
+10,390
New +$188K 0.01% 418
2019
Q2 		– Sell
-1,633
Closed -$52K – 870
2019
Q1 		$52K Buy
1,633
+353
+28% +$9.86K ﹤0.01% 882
2018
Q4 		$29K Sell
1,280
-1,288
-50% -$39.6K ﹤0.01% 1064
2018
Q3 		$103K Buy
2,568
+77
+3% +$3.28K 0.01% 674
2018
Q2 		$110K Buy
2,491
+146
+6% +$5.66K 0.01% 671
2018
Q1 		$75K Sell
2,345
-171
-7% -$6.28K 0.01% 821
2017
Q4 		$104K Buy
2,516
+538
+27% +$20.4K 0.01% 698
2017
Q3 		$73K Buy
1,978
+461
+30% +$14.9K 0.01% 827
2017
Q2 		$48K Sell
1,517
-305
-17% -$11.2K 0.01% 960
2017
Q1 		$76K Buy
1,822
+67
+4% +$2.95K 0.01% 679
2016
Q4 		$80K Buy
1,755
+297
+20% +$13.1K 0.01% 652
2016
Q3 		$64K Buy
1,458
+136
+10% +$5.52K 0.01% 709
2016
Q2 		$48K Buy
1,322
+171
+15% +$5.8K 0.01% 744
2016
Q1 		$32K Sell
1,151
-1,771
-61% -$43.1K 0.01% 810
2015
Q4 		$94K Buy
+2,922
New +$120K 0.02% 540

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DVN Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Devon Energy (DVN) stake by 15% in Q3 2020, buying an estimated $20.6K and bringing the position to 14,730 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Wealthspire Advisors (Maryland) first reported a position in DVN in Q4 2015 and has held it in 17 quarters since. The position peaked at $145K in Q2 2020. 491 funds tracked by Wall St. Rank hold DVN as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 14,730 shares of Devon Energy worth $139K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 1,952 Devon Energy shares in Q3 2020, an estimated $20.6K.
  • Devon Energy made up ﹤0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #459 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Devon Energy in Q4 2015 and has held it in 17 quarters since.
  • Wealthspire Advisors (Maryland)'s Devon Energy position peaked at $145K in Q2 2020.
  • 491 funds tracked by Wall St. Rank held Devon Energy as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.