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Avantax Planning Partners’s DaVita DVA Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-2,000
Closed -$143K – 512
2018
Q3 		$143K Buy
+2,000
New +$141K 0.01% 278
2018
Q2 		– Sell
-2,004
Closed -$132K – 545
2018
Q1 		$132K Buy
+2,004
New +$147K 0.01% 356

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 $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Avantax Planning Partners's DVA Position: Q4 2018 in Review

Avantax Planning Partners sold out of DaVita (DVA) in Q4 2018, closing a stake of 2,000 shares — an estimated $143K sold.

Avantax Planning Partners first reported a position in DVA in Q1 2018 and held it in 2 quarters. The position peaked at $143K in Q3 2018. 451 funds tracked by Wall St. Rank hold DVA as of Q4 2018.

  • Avantax Planning Partners reported no remaining DaVita position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,000 DaVita shares in Q4 2018, an estimated $143K.
  • Avantax Planning Partners first reported a position in DaVita in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's DaVita position peaked at $143K in Q3 2018.
  • 451 funds tracked by Wall St. Rank held DaVita as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.