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Capital Investment Advisory Services’s DaVita DVA Stock Holding History

Capital Investment 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
-200
Closed -$11K – 739
2019
Q3 		$11K Hold
200
– – ﹤0.01% 956
2019
Q2 		$12K Buy
+200
New +$10.4K ﹤0.01% 913

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BlackRock
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State Street
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PCM
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Norges Bank
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Dimensional Fund Advisors
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Capital Investment Advisory Services sold out of DaVita (DVA) in Q4 2019, closing a stake of 200 shares — an estimated $11K sold.

Capital Investment Advisory Services first reported a position in DVA in Q2 2019 and held it in 2 quarters. The position peaked at $12K in Q2 2019. 453 funds tracked by Wall St. Rank hold DVA as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining DaVita position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 200 DaVita shares in Q4 2019, an estimated $11K.
  • Capital Investment Advisory Services first reported a position in DaVita in Q2 2019 and held it in 2 quarters.
  • Capital Investment Advisory Services's DaVita position peaked at $12K in Q2 2019.
  • 453 funds tracked by Wall St. Rank held DaVita as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.