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Arkadios Wealth Advisors’s DaVita DVA Stock Holding History

Arkadios Wealth 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
2020
Q3 		– Sell
-38
Closed -$3.11K – 1036
2020
Q2 		$3.11K Hold
38
– – ﹤0.01% 837
2020
Q1 		$2.89K Sell
38
-16
-30% -$1.26K ﹤0.01% 876
2019
Q4 		$4.66K Buy
+54
New +$3.58K ﹤0.01% 710

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arkadios Wealth Advisors's DVA Position: Q3 2020 in Review

Arkadios Wealth Advisors sold out of DaVita (DVA) in Q3 2020, closing a stake of 38 shares — an estimated $3.11K sold.

Arkadios Wealth Advisors first reported a position in DVA in Q4 2019 and held it in 3 quarters. The position peaked at $4.66K in Q4 2019. 489 funds tracked by Wall St. Rank hold DVA as of Q3 2020.

  • Arkadios Wealth Advisors reported no remaining DaVita position as of Q3 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 38 DaVita shares in Q3 2020, an estimated $3.11K.
  • Arkadios Wealth Advisors first reported a position in DaVita in Q4 2019 and held it in 3 quarters.
  • Arkadios Wealth Advisors's DaVita position peaked at $4.66K in Q4 2019.
  • 489 funds tracked by Wall St. Rank held DaVita as of Q3 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.