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Belpointe Asset Management’s DaVita DVA Stock Holding History

Belpointe Asset 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
2024
Q4 		– Sell
-1,268
Closed -$208K – 886
2024
Q3 		$208K Buy
+1,268
New +$187K 0.01% 796
2023
Q2 		– Sell
-68
Closed -$5.51K – 1305
2023
Q1 		$5.51K Hold
68
– – ﹤0.01% 2973
2022
Q4 		$5.08K Buy
+68
New +$5.28K ﹤0.01% 2926

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 $3.38T AUM 44.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Belpointe Asset Management's DVA Position: Q4 2024 in Review

Belpointe Asset Management sold out of DaVita (DVA) in Q4 2024, closing a stake of 1,268 shares — an estimated $208K sold.

Belpointe Asset Management first reported a position in DVA in Q4 2022 and held it in 3 quarters. The position peaked at $208K in Q3 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

  • Belpointe Asset Management reported no remaining DaVita position as of Q4 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 1,268 DaVita shares in Q4 2024, an estimated $208K.
  • Belpointe Asset Management first reported a position in DaVita in Q4 2022 and held it in 3 quarters.
  • Belpointe Asset Management's DaVita position peaked at $208K in Q3 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.