Avestar Capital’s DaVita DVA Stock Holding History

Avestar Capital’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 Q4	–	Sell	-11,229	Closed	-$1.3M	–	454
2021 Q3	$1.3M	Buy	11,229 +286	+3%	+$35.8K	0.17%	147
2021 Q2	$1.32M	Buy	10,943 +4,124	+60%	+$488K	0.18%	146
2021 Q1	$773K	Buy	6,819 +3,778	+124%	+$420K	0.17%	121
2020 Q4	$357K	Buy	+3,041	New	+$310K	0.1%	184
2019 Q3	–	Sell	-19	Closed	–	–	348
2019 Q2	$0	Sell	19 -31	-62%	-$1.61K	﹤0.01%	880
2019 Q1	$1K	Hold	50	–	–	﹤0.01%	722
2018 Q4	$1K	Buy	50 +41	+456%	+$2.63K	﹤0.01%	714
2018 Q3	$0	Sell	9 -34	-79%	-$2.4K	﹤0.01%	867
2018 Q2	$2K	Sell	43 -15	-26%	-$1K	﹤0.01%	672
2018 Q1	$1K	Buy	58 +28	+93%	+$2.06K	﹤0.01%	707
2017 Q4	$1K	Buy	+30	New	+$1.85K	﹤0.01%	682

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

GCM

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

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

Norges Bank Oslo, Norway $1T AUM

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

Avestar Capital's DVA Position: Q4 2021 in Review

Avestar Capital sold out of DaVita (DVA) in Q4 2021, closing a stake of 11,229 shares — an estimated $1.3M sold.

Avestar Capital first reported a position in DVA in Q4 2017 and held it in 11 quarters. The position peaked at $1.32M in Q2 2021. 492 funds tracked by Wall St. Rank hold DVA as of Q4 2021.

Avestar Capital reported no remaining DaVita position as of Q4 2021 after selling out during the quarter.
Avestar Capital sold 11,229 DaVita shares in Q4 2021, an estimated $1.3M.
Avestar Capital first reported a position in DaVita in Q4 2017 and held it in 11 quarters.
Avestar Capital's DaVita position peaked at $1.32M in Q2 2021.
492 funds tracked by Wall St. Rank held DaVita as of Q4 2021.

Based on Avestar Capital's 13F filing for Q4 2021, filed 1 Feb 2022.