Connectus Wealth’s DaVita DVA Stock Holding History

Connectus Wealth’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 Q1	$276K	Hold	2,000	–	–	0.01%	331
2023 Q4	$210K	Buy	+2,000	New	+$185K	﹤0.01%	480
2023 Q3	–	Sell	-2,000	Closed	-$201K	–	490
2023 Q2	$201K	Buy	+2,000	New	+$186K	﹤0.01%	436

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

8KM

8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Connectus Wealth's DVA Position: Q1 2024 in Review

Connectus Wealth held its DaVita (DVA) position steady in Q1 2024 at 2,000 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #331.

Connectus Wealth first reported a position in DVA in Q2 2023 and has held it in 3 quarters since. 544 funds tracked by Wall St. Rank hold DVA as of Q1 2024.

Connectus Wealth held 2,000 shares of DaVita worth $276K as of Q1 2024.
Connectus Wealth left its DaVita share count unchanged in Q1 2024.
DaVita made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #331 holding.
Connectus Wealth first reported a position in DaVita in Q2 2023 and has held it in 3 quarters since.
544 funds tracked by Wall St. Rank held DaVita as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.