Alterna Wealth Management’s DaVita DVA Stock Holding History

Alterna 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
2020 Q3	–	Sell	-4,237	Closed	-$335K	–	97
2020 Q2	$335K	Buy	+4,237	New	+$331K	0.4%	65

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alterna Wealth Management's DVA Position: Q3 2020 in Review

Alterna Wealth Management sold out of DaVita (DVA) in Q3 2020, closing a stake of 4,237 shares — an estimated $335K sold.

Alterna Wealth Management first reported a position in DVA in Q2 2020 and held it in 1 quarter. The position peaked at $335K in Q2 2020. 489 funds tracked by Wall St. Rank hold DVA as of Q3 2020.

Alterna Wealth Management reported no remaining DaVita position as of Q3 2020 after selling out during the quarter.
Alterna Wealth Management sold 4,237 DaVita shares in Q3 2020, an estimated $335K.
Alterna Wealth Management first reported a position in DaVita in Q2 2020 and held it in 1 quarter.
Alterna Wealth Management's DaVita position peaked at $335K in Q2 2020.
489 funds tracked by Wall St. Rank held DaVita as of Q3 2020.

Based on Alterna Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.