AWM
DVA icon

AE Wealth Management’s DaVita DVA Stock Holding History

AE 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
Q1 		– Sell
-4,155
Closed -$445K – 1365
2023
Q4 		$445K Sell
4,155
-36,173
-90% -$3.34M ﹤0.01% 1508
2023
Q3 		$3.81M Buy
40,328
+36,324
+907% +$3.71M 0.02% 624
2023
Q2 		$402K Sell
4,004
-199
-5% -$18.5K ﹤0.01% 1491
2023
Q1 		$341K Buy
4,203
+225
+6% +$18K ﹤0.01% 1487
2022
Q4 		$297K Sell
3,978
-80
-2% -$6.21K ﹤0.01% 1503
2022
Q3 		$336K Buy
+4,058
New +$356K ﹤0.01% 1421
2021
Q1 		– Sell
-12,441
Closed -$1.46M – 1501
2020
Q4 		$1.46M Sell
12,441
-1,565
-11% -$159K 0.02% 588
2020
Q3 		$1.2M Buy
14,006
+1,626
+13% +$139K 0.02% 582
2020
Q2 		$980K Sell
12,380
-7,168
-37% -$560K 0.02% 634
2020
Q1 		$1.49M Buy
+19,548
New +$1.54M 0.03% 381

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BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return