YWP
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YorkBridge Wealth Partners’s Devon Energy DVN Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-263
Closed -$8K – 296
2019
Q2 		$8K Hold
263
– – ﹤0.01% 604
2019
Q1 		$8K Sell
263
-1,072
-80% -$30K ﹤0.01% 614
2018
Q4 		$30K Sell
1,335
-431
-24% -$13.2K 0.02% 379
2018
Q3 		$71K Hold
1,766
– – 0.03% 321
2018
Q2 		$78K Buy
1,766
+717
+68% +$27.8K 0.03% 320
2018
Q1 		$34K Hold
1,049
– – 0.02% 410
2017
Q4 		$41K Sell
1,049
-64
-6% -$2.42K 0.02% 392
2017
Q3 		$41K Buy
1,113
+100
+10% +$3.24K 0.02% 397
2017
Q2 		$33K Sell
1,013
-100
-9% -$3.66K 0.02% 429
2017
Q1 		$43K Buy
1,113
+202
+22% +$8.88K 0.02% 385
2016
Q4 		$40K Buy
+911
New +$40.2K 0.02% 383

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Invesco
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State Street
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EM
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EECFI
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return