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Colonial Trust Advisors’s DaVita DVA Stock Holding History

Colonial Trust 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
Q2 		– Sell
-7
Closed -$966 – 835
2024
Q1 		$966 Sell
7
-10
-59% -$1.2K ﹤0.01% 860
2023
Q4 		$1.78K Sell
17
-2
-11% -$185 ﹤0.01% 721
2023
Q3 		$1.8K Sell
19
-1
-5% -$102 ﹤0.01% 733
2023
Q2 		$2.01K Hold
20
– – ﹤0.01% 741
2023
Q1 		$1.62K Sell
20
-21
-51% -$1.68K ﹤0.01% 744
2022
Q4 		$3.06K Buy
+41
New +$3.18K ﹤0.01% 673

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 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

Colonial Trust Advisors's DVA Position: Q2 2024 in Review

Colonial Trust Advisors sold out of DaVita (DVA) in Q2 2024, closing a stake of 7 shares — an estimated $966 sold.

Colonial Trust Advisors first reported a position in DVA in Q4 2022 and held it in 6 quarters. The position peaked at $3.06K in Q4 2022. 560 funds tracked by Wall St. Rank hold DVA as of Q2 2024.

  • Colonial Trust Advisors reported no remaining DaVita position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 7 DaVita shares in Q2 2024, an estimated $966.
  • Colonial Trust Advisors first reported a position in DaVita in Q4 2022 and held it in 6 quarters.
  • Colonial Trust Advisors's DaVita position peaked at $3.06K in Q4 2022.
  • 560 funds tracked by Wall St. Rank held DaVita as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.