Capital Advisory Group Advisory Services’s DaVita DVA Stock Holding History

Capital Advisory Group Advisory Services’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
2019 Q4	–	Sell	-130	Closed	-$7K	–	261
2019 Q3	$7K	Hold	130	–	–	﹤0.01%	313
2019 Q2	$7K	Hold	130	–	–	﹤0.01%	314
2019 Q1	$7K	Hold	130	–	–	0.01%	299
2018 Q4	$7K	Hold	130	–	–	0.01%	276
2018 Q3	$9K	Hold	130	–	–	0.01%	252
2018 Q2	$9K	Hold	130	–	–	0.01%	241
2018 Q1	$9K	Buy	+130	New	+$9.55K	0.01%	232

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

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Capital Advisory Group Advisory Services's DVA Position: Q4 2019 in Review

Capital Advisory Group Advisory Services sold out of DaVita (DVA) in Q4 2019, closing a stake of 130 shares — an estimated $7K sold.

Capital Advisory Group Advisory Services first reported a position in DVA in Q1 2018 and held it in 7 quarters. The position peaked at $9K in Q3 2018. 453 funds tracked by Wall St. Rank hold DVA as of Q4 2019.

Capital Advisory Group Advisory Services reported no remaining DaVita position as of Q4 2019 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 130 DaVita shares in Q4 2019, an estimated $7K.
Capital Advisory Group Advisory Services first reported a position in DaVita in Q1 2018 and held it in 7 quarters.
Capital Advisory Group Advisory Services's DaVita position peaked at $9K in Q3 2018.
453 funds tracked by Wall St. Rank held DaVita as of Q4 2019.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2019, filed 14 Feb 2020.