B. Riley Wealth Advisors’s DaVita DVA Stock Holding History

B. Riley Wealth Advisors’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	$334K	Sell	2,236 -918	-29%	-$144K	0.01%	833
2024 Q3	$513K	Sell	3,154 -976	-24%	-$144K	0.01%	735
2024 Q2	$572K	Buy	4,130 +1,822	+79%	+$251K	0.01%	756
2024 Q1	$218K	Buy	2,308 +207	+10%	+$24.8K	0.01%	1227
2023 Q4	$220K	Sell	2,101 -207	-9%	-$19.1K	0.01%	1210
2023 Q3	$218K	Buy	2,308 +207	+10%	+$21.1K	0.01%	1227
2023 Q2	$211K	Buy	+2,101	New	+$195K	﹤0.01%	1331
2022 Q2	–	Sell	-2,385	Closed	-$270K	–	1272
2022 Q1	$270K	Sell	2,385 -39	-2%	-$4.38K	0.01%	1063
2021 Q4	$276K	Sell	2,424 -186	-7%	-$20K	0.01%	1117
2021 Q3	$304K	Sell	2,610 -1,107	-30%	-$139K	0.01%	1031
2021 Q2	$448K	Buy	+3,717	New	+$440K	0.01%	821
2015 Q1	–	Sell	-1,530	Closed	-$116	–	928
2014 Q4	$116	Buy	+1,530	New	+$115K	﹤0.01%	1642
2014 Q3	–	Sell	-1,430	Closed	-$103K	–	953
2014 Q2	$103K	Buy	+1,430	New	+$99.4K	0.02%	707

Other funds holding DVA

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return