Baystate Wealth Management’s DaVita DVA Stock Holding History

Baystate 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
2023 Q4	$2.1K	Hold	20	–	–	﹤0.01%	1051
2023 Q3	$1.89K	Hold	20	–	–	﹤0.01%	811
2023 Q2	$2.01K	Hold	20	–	–	﹤0.01%	843
2023 Q1	$1.62K	Hold	20	–	–	﹤0.01%	865
2022 Q4	$1K	Hold	20	–	–	﹤0.01%	852
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	738
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	752
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	748
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	753
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	677
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	648
2021 Q1	$2K	Hold	20	–	–	﹤0.01%	586
2020 Q4	$2K	Hold	20	–	–	﹤0.01%	561
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	529
2020 Q2	$2K	Sell	20 -18	-47%	-$1.41K	﹤0.01%	538
2020 Q1	$3K	Buy	38 +18	+90%	+$1.42K	﹤0.01%	469
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	515
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	519
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	553
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	562
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	568
2018 Q3	$1K	Hold	20	–	–	﹤0.01%	581
2018 Q2	$1K	Hold	20	–	–	﹤0.01%	600
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	559
2017 Q4	$2K	Hold	20	–	–	﹤0.01%	497
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	549
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	568
2017 Q1	$1K	Buy	+20	New	+$1.32K	﹤0.01%	531

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Baystate Wealth Management's DVA Position: Q4 2023 in Review

Baystate Wealth Management held its DaVita (DVA) position steady in Q4 2023 at 20 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Baystate Wealth Management first reported a position in DVA in Q1 2017 and has held it in 28 quarters since. The position peaked at $3K in Q1 2020. 536 funds tracked by Wall St. Rank hold DVA as of Q4 2023.

Baystate Wealth Management held 20 shares of DaVita worth $2.1K as of Q4 2023.
Baystate Wealth Management left its DaVita share count unchanged in Q4 2023.
DaVita made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1051 holding.
Baystate Wealth Management first reported a position in DaVita in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's DaVita position peaked at $3K in Q1 2020.
536 funds tracked by Wall St. Rank held DaVita as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.