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Cary Street Partners Investment Advisory’s DaVita DVA Stock Holding History

Cary Street Partners Investment Advisory’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
2020
Q4 		– Sell
-1,113
Closed -$95K – 485
2020
Q3 		$95K Buy
+1,113
New +$95.1K 0.02% 386

Other funds holding DVA

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cary Street Partners Investment Advisory's DVA Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of DaVita (DVA) in Q4 2020, closing a stake of 1,113 shares — an estimated $95K sold.

Cary Street Partners Investment Advisory first reported a position in DVA in Q3 2020 and held it in 1 quarter. The position peaked at $95K in Q3 2020. 525 funds tracked by Wall St. Rank hold DVA as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining DaVita position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,113 DaVita shares in Q4 2020, an estimated $95K.
  • Cary Street Partners Investment Advisory first reported a position in DaVita in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's DaVita position peaked at $95K in Q3 2020.
  • 525 funds tracked by Wall St. Rank held DaVita as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.