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Avior Wealth Management’s DaVita DVA Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-16
Closed -$2.39K – 1171
2024
Q4 		$2.39K Buy
16
+6
+60% +$941 ﹤0.01% 2085
2024
Q3 		$1.64K Buy
10
+2
+25% +$295 ﹤0.01% 2008
2024
Q2 		$1.11K Sell
8
-78
-91% -$10.8K ﹤0.01% 2020
2024
Q1 		$11.9K Buy
+86
New +$10.3K ﹤0.01% 1805
2023
Q4 		– Sell
-6
Closed -$567 – 1563
2023
Q3 		$567 Buy
+6
New +$612 ﹤0.01% 1483

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avior Wealth Management's DVA Position: Q1 2025 in Review

Avior Wealth Management sold out of DaVita (DVA) in Q1 2025, closing a stake of 16 shares — an estimated $2.39K sold.

Avior Wealth Management first reported a position in DVA in Q3 2023 and held it in 5 quarters. The position peaked at $11.9K in Q1 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

  • Avior Wealth Management reported no remaining DaVita position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 16 DaVita shares in Q1 2025, an estimated $2.39K.
  • Avior Wealth Management first reported a position in DaVita in Q3 2023 and held it in 5 quarters.
  • Avior Wealth Management's DaVita position peaked at $11.9K in Q1 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.