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Center for Financial Planning’s DaVita DVA Stock Holding History

Center for Financial Planning’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
-230
Closed -$27K – 530
2020
Q4 		$27K Hold
230
– – 0.01% 251
2020
Q3 		$20K Sell
230
-115
-33% -$9.82K 0.01% 259
2020
Q2 		$27K Hold
345
– – 0.01% 229
2020
Q1 		$26K Hold
345
– – 0.01% 230
2019
Q4 		$26K Buy
+345
New +$22.9K 0.01% 238

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Center for Financial Planning's DVA Position: Q1 2021 in Review

Center for Financial Planning sold out of DaVita (DVA) in Q1 2021, closing a stake of 230 shares — an estimated $27K sold.

Center for Financial Planning first reported a position in DVA in Q4 2019 and held it in 5 quarters. The position peaked at $27K in Q4 2020. 491 funds tracked by Wall St. Rank hold DVA as of Q1 2021.

  • Center for Financial Planning reported no remaining DaVita position as of Q1 2021 after selling out during the quarter.
  • Center for Financial Planning sold 230 DaVita shares in Q1 2021, an estimated $27K.
  • Center for Financial Planning first reported a position in DaVita in Q4 2019 and held it in 5 quarters.
  • Center for Financial Planning's DaVita position peaked at $27K in Q4 2020.
  • 491 funds tracked by Wall St. Rank held DaVita as of Q1 2021.

Based on Center for Financial Planning's 13F filing for Q1 2021, filed 10 May 2021.