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Crewe Advisors’s DaVita DVA Stock Holding History

Crewe 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
Q4 		– Sell
-66
Closed -$10.8K – 686
2024
Q3 		$10.8K Hold
66
– – ﹤0.01% 482
2024
Q2 		$9.15K Hold
66
– – ﹤0.01% 712
2024
Q1 		$9.11K Hold
66
– – ﹤0.01% 630
2023
Q4 		$6.92K Buy
+66
New +$6.1K ﹤0.01% 236
2023
Q1 		– Sell
-15
Closed -$1.12K – 875
2022
Q4 		$1.12K Sell
15
-56
-79% -$4.35K ﹤0.01% 915
2022
Q3 		$6K Buy
71
+7
+11% +$614 ﹤0.01% 790
2022
Q2 		$5K Buy
+64
New +$6.48K ﹤0.01% 747
2020
Q4 		– Sell
-20
Closed -$2K – 509
2020
Q3 		$2K Buy
+20
New +$1.71K ﹤0.01% 492

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return