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ACG Wealth’s DaVita DVA Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-352
Closed -$28K – 429
2022
Q2 		$28K Buy
+352
New +$35.6K 0.01% 524

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACG Wealth's DVA Position: Q3 2022 in Review

ACG Wealth sold out of DaVita (DVA) in Q3 2022, closing a stake of 352 shares — an estimated $28K sold.

ACG Wealth first reported a position in DVA in Q2 2022 and held it in 1 quarter. The position peaked at $28K in Q2 2022. 441 funds tracked by Wall St. Rank hold DVA as of Q3 2022.

  • ACG Wealth reported no remaining DaVita position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 352 DaVita shares in Q3 2022, an estimated $28K.
  • ACG Wealth first reported a position in DaVita in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's DaVita position peaked at $28K in Q2 2022.
  • 441 funds tracked by Wall St. Rank held DaVita as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.