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Abich Financial Wealth Management’s DaVita DVA Stock Holding History

Abich Financial Wealth Management’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$4.26K Buy
+26
New +$3.84K 0.01% 270

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Abich Financial Wealth Management's DVA Position: Q3 2024 in Review

Abich Financial Wealth Management opened a new position in DaVita (DVA) in Q3 2024: 26 shares worth $4.26K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings.

599 funds tracked by Wall St. Rank hold DVA as of Q3 2024.

  • Abich Financial Wealth Management held 26 shares of DaVita worth $4.26K as of Q3 2024.
  • DaVita was a new Abich Financial Wealth Management position in Q3 2024.
  • DaVita made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #270 holding.
  • 599 funds tracked by Wall St. Rank held DaVita as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.