ARS Wealth Advisors’s DaVita DVA Stock Holding History

ARS 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
2021 Q2	$494K	Hold	4,100	–	–	0.09%	83
2021 Q1	$442K	Hold	4,100	–	–	0.1%	77
2020 Q4	$481K	Hold	4,100	–	–	0.1%	74
2020 Q3	$351K	Hold	4,100	–	–	0.1%	76
2020 Q2	$324K	Hold	4,100	–	–	0.1%	73
2020 Q1	$312K	Hold	4,100	–	–	0.13%	68
2019 Q4	$308K	Hold	4,100	–	–	0.09%	82
2019 Q3	$234K	Hold	4,100	–	–	0.07%	97
2019 Q2	$231K	Hold	4,100	–	–	0.07%	103
2019 Q1	$223K	Hold	4,100	–	–	0.07%	100
2018 Q4	$211K	Hold	4,100	–	–	0.08%	98
2018 Q3	$294K	Hold	4,100	–	–	0.1%	91
2018 Q2	$285K	Hold	4,100	–	–	0.1%	87
2018 Q1	$270K	Hold	4,100	–	–	0.1%	94
2017 Q4	$296K	Sell	4,100 -625	-13%	-$38.5K	0.11%	96
2017 Q3	$281K	Buy	4,725 +625	+15%	+$37.6K	0.11%	96
2017 Q2	$266K	Hold	4,100	–	–	0.11%	96
2017 Q1	$279K	Hold	4,100	–	–	0.12%	90
2016 Q4	$263K	Hold	4,100	–	–	0.12%	82
2016 Q3	$271K	Hold	4,100	–	–	0.11%	75
2016 Q2	$317K	Hold	4,100	–	–	0.13%	63
2016 Q1	$301K	Hold	4,100	–	–	0.14%	58
2015 Q4	$286K	Hold	4,100	–	–	0.15%	59
2015 Q3	$297K	Hold	4,100	–	–	0.15%	53
2015 Q2	$326K	Hold	4,100	–	–	0.14%	51
2015 Q1	$333K	Hold	4,100	–	–	0.14%	52
2014 Q4	$311K	Hold	4,100	–	–	0.13%	52
2014 Q3	$300K	Hold	4,100	–	–	0.14%	49
2014 Q2	$297K	Sell	4,100 -140	-3%	-$9.73K	0.14%	47
2014 Q1	$292K	Hold	4,240	–	–	0.18%	41
2013 Q4	$269K	Buy	+4,240	New	+$249K	0.17%	48

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

ARS Wealth Advisors's DVA Position: Q2 2021 in Review

ARS Wealth Advisors held its DaVita (DVA) position steady in Q2 2021 at 4,100 shares worth $494K. The position accounts for 0.09% of the portfolio, ranked #83.

ARS Wealth Advisors first reported a position in DVA in Q4 2013 and has held it in 31 quarters since. 515 funds tracked by Wall St. Rank hold DVA as of Q2 2021.

ARS Wealth Advisors held 4,100 shares of DaVita worth $494K as of Q2 2021.
ARS Wealth Advisors left its DaVita share count unchanged in Q2 2021.
DaVita made up 0.09% of ARS Wealth Advisors's portfolio in Q2 2021, its #83 holding.
ARS Wealth Advisors first reported a position in DaVita in Q4 2013 and has held it in 31 quarters since.
515 funds tracked by Wall St. Rank held DaVita as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.