AC
DVA icon

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 – 455
2021
Q3 		$1.3M Buy
11,229
+286
+3% +$35.8K 0.25% 147
2021
Q2 		$1.32M Buy
10,943
+4,124
+60% +$488K 0.25% 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% 869
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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return