Concord Wealth Partners’s DaVita DVA Stock Holding History

Concord Wealth Partners’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
2022 Q3	–	Sell	-17	Closed	-$1K	–	407
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	1120
2022 Q1	$2K	Sell	17 -45	-73%	-$5.05K	﹤0.01%	1085
2021 Q4	$7K	Buy	+62	New	+$6.66K	﹤0.01%	860

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

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

Norges Bank Oslo, Norway $1T AUM

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Concord Wealth Partners's DVA Position: Q3 2022 in Review

Concord Wealth Partners sold out of DaVita (DVA) in Q3 2022, closing a stake of 17 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in DVA in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 441 funds tracked by Wall St. Rank hold DVA as of Q3 2022.

Concord Wealth Partners reported no remaining DaVita position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 17 DaVita shares in Q3 2022, an estimated $1K.
Concord Wealth Partners first reported a position in DaVita in Q4 2021 and held it in 3 quarters.
Concord Wealth Partners's DaVita position peaked at $7K in Q4 2021.
441 funds tracked by Wall St. Rank held DaVita as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.