AP
DVA icon

Advisors Preferred’s DaVita DVA Stock Holding History

Advisors Preferred’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
Q4 		– Sell
-39,867
Closed -$6.49M – 212
2024
Q3 		$6.49M Buy
+39,867
New +$5.89M 0.99% 34
2023
Q3 		– Sell
-34,081
Closed -$3.43M – 210
2023
Q2 		$3.43M Buy
+34,081
New +$3.16M 0.85% 28
2021
Q1 		– Sell
-13,112
Closed -$1.53M – 172
2020
Q4 		$1.53M Buy
13,112
+2,550
+24% +$260K 0.28% 48
2020
Q3 		$905K Buy
10,562
+3,968
+60% +$339K 0.18% 42
2020
Q2 		$532K Buy
+6,594
New +$515K 0.15% 45
2019
Q4 		– Sell
-4,276
Closed -$244K – 251
2019
Q3 		$244K Buy
+4,276
New +$248K 0.06% 77
2014
Q2 		– Sell
-161
Closed -$11.1K – 345
2014
Q1 		$11.1K Buy
+161
New +$10.7K 0.01% 329

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return