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Capital Asset Advisory Services’s DaVita DVA Stock Holding History

Capital Asset 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
2021
Q1 		– Sell
-1,195
Closed -$140K – 888
2020
Q4 		$140K Buy
+1,195
New +$122K 0.02% 395

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GCM
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Capital Asset Advisory Services's DVA Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of DaVita (DVA) in Q1 2021, closing a stake of 1,195 shares — an estimated $140K sold.

Capital Asset Advisory Services first reported a position in DVA in Q4 2020 and held it in 1 quarter. The position peaked at $140K in Q4 2020. 491 funds tracked by Wall St. Rank hold DVA as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining DaVita position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 1,195 DaVita shares in Q1 2021, an estimated $140K.
  • Capital Asset Advisory Services first reported a position in DaVita in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's DaVita position peaked at $140K in Q4 2020.
  • 491 funds tracked by Wall St. Rank held DaVita as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.