Capital Performance Advisors’s DaVita DVA Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-52	Closed	-$8.52K	–	875
2024 Q3	$8.52K	Buy	+52	New	+$7.68K	﹤0.01%	903

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Performance Advisors's DVA Position: Q4 2024 in Review

Capital Performance Advisors sold out of DaVita (DVA) in Q4 2024, closing a stake of 52 shares — an estimated $8.52K sold.

Capital Performance Advisors first reported a position in DVA in Q3 2024 and held it in 1 quarter. The position peaked at $8.52K in Q3 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

Capital Performance Advisors reported no remaining DaVita position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 52 DaVita shares in Q4 2024, an estimated $8.52K.
Capital Performance Advisors first reported a position in DaVita in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's DaVita position peaked at $8.52K in Q3 2024.
597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.