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Atria Wealth Solutions’s DaVita DVA Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-5,333
Closed -$874K – 1999
2024
Q3 		$874K Sell
5,333
-735
-12% -$109K 0.01% 963
2024
Q2 		$841K Buy
6,068
+1,279
+27% +$176K 0.01% 970
2024
Q1 		$661K Buy
4,789
+44
+0.9% +$5.28K 0.01% 1115
2023
Q4 		$497K Buy
4,745
+1,301
+38% +$120K 0.01% 1217
2023
Q3 		$326K Sell
3,444
-143
-4% -$14.6K ﹤0.01% 1362
2023
Q2 		$360K Buy
+3,587
New +$333K ﹤0.01% 1329

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's DVA Position: Q4 2024 in Review

Atria Wealth Solutions sold out of DaVita (DVA) in Q4 2024, closing a stake of 5,333 shares — an estimated $874K sold.

Atria Wealth Solutions first reported a position in DVA in Q2 2023 and held it in 6 quarters. The position peaked at $874K in Q3 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

  • Atria Wealth Solutions reported no remaining DaVita position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,333 DaVita shares in Q4 2024, an estimated $874K.
  • Atria Wealth Solutions first reported a position in DaVita in Q2 2023 and held it in 6 quarters.
  • Atria Wealth Solutions's DaVita position peaked at $874K in Q3 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.