CAS
DVA icon

Coppell Advisory Solutions’s DaVita DVA Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-300
Closed -$44.9K – 743
2024
Q4 		$44.9K Buy
300
+100
+50% +$15.7K 0.01% 617
2024
Q3 		$32.6K Hold
200
– – ﹤0.01% 690
2024
Q2 		$27.7K Buy
+200
New +$27.6K ﹤0.01% 658
2023
Q4 		$31.4K Buy
+300
New +$27.7K 0.01% 610

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 $3.37T AUM 44.26% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Coppell Advisory Solutions's DVA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of DaVita (DVA) in Q1 2025, closing a stake of 300 shares — an estimated $44.9K sold.

Coppell Advisory Solutions first reported a position in DVA in Q4 2023 and held it in 4 quarters. The position peaked at $44.9K in Q4 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining DaVita position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 300 DaVita shares in Q1 2025, an estimated $44.9K.
  • Coppell Advisory Solutions first reported a position in DaVita in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's DaVita position peaked at $44.9K in Q4 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.