BDO Wealth Advisors’s DaVita DVA Stock Holding History

BDO 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
2022 Q4	–	Sell	-140	Closed	-$12K	–	1030
2022 Q3	$12K	Buy	+140	New	+$12.3K	﹤0.01%	676

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

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

Norges Bank Oslo, Norway $1T AUM

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

GCM

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

BDO Wealth Advisors's DVA Position: Q4 2022 in Review

BDO Wealth Advisors sold out of DaVita (DVA) in Q4 2022, closing a stake of 140 shares — an estimated $12K sold.

BDO Wealth Advisors first reported a position in DVA in Q3 2022 and held it in 1 quarter. The position peaked at $12K in Q3 2022. 444 funds tracked by Wall St. Rank hold DVA as of Q4 2022.

BDO Wealth Advisors reported no remaining DaVita position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 140 DaVita shares in Q4 2022, an estimated $12K.
BDO Wealth Advisors first reported a position in DaVita in Q3 2022 and held it in 1 quarter.
BDO Wealth Advisors's DaVita position peaked at $12K in Q3 2022.
444 funds tracked by Wall St. Rank held DaVita as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.