American Portfolios Advisors’s DaVita DVA Stock Holding History

American Portfolios Advisors’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	$21.4K	Hold	258	–	–	﹤0.01%	2156
2022 Q2	$20.6K	Hold	258	–	–	﹤0.01%	2213
2022 Q1	$29.2K	Hold	258	–	–	﹤0.01%	2167
2021 Q4	$29.4K	Hold	258	–	–	﹤0.01%	2146
2021 Q3	$30K	Hold	258	–	–	﹤0.01%	2063
2021 Q2	$31.1K	Hold	258	–	–	﹤0.01%	1990
2021 Q1	$27.8K	Hold	258	–	–	﹤0.01%	1886
2020 Q4	$30.3K	Buy	258 +8	+3%	+$815	﹤0.01%	1621
2020 Q3	$21.4K	Hold	250	–	–	﹤0.01%	1670
2020 Q2	$19.8K	Hold	250	–	–	﹤0.01%	1641
2020 Q1	$19K	Hold	250	–	–	﹤0.01%	1546
2019 Q4	$18.8K	Hold	250	–	–	﹤0.01%	1752
2019 Q3	$14.3K	Hold	250	–	–	﹤0.01%	1804
2019 Q2	$14.1K	Hold	250	–	–	﹤0.01%	1789
2019 Q1	$13.6K	Hold	250	–	–	﹤0.01%	1716
2018 Q4	$12.9K	Hold	250	–	–	﹤0.01%	1536
2018 Q3	$17.9K	Hold	250	–	–	﹤0.01%	1523
2018 Q2	$17.4K	Hold	250	–	–	﹤0.01%	1501
2018 Q1	$16.5K	Hold	250	–	–	﹤0.01%	1447
2017 Q4	$18.1K	Buy	+250	New	+$15.4K	﹤0.01%	1365

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Portfolios Advisors's DVA Position: Q3 2022 in Review

American Portfolios Advisors held its DaVita (DVA) position steady in Q3 2022 at 258 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2156.

American Portfolios Advisors first reported a position in DVA in Q4 2017 and has held it in 20 quarters since. The position peaked at $31.1K in Q2 2021. 443 funds tracked by Wall St. Rank hold DVA as of Q3 2022.

American Portfolios Advisors held 258 shares of DaVita worth $21.4K as of Q3 2022.
American Portfolios Advisors left its DaVita share count unchanged in Q3 2022.
DaVita made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2156 holding.
American Portfolios Advisors first reported a position in DaVita in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's DaVita position peaked at $31.1K in Q2 2021.
443 funds tracked by Wall St. Rank held DaVita as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.