Curi Wealth Management’s DaVita DVA Stock Holding History

Curi Wealth Management’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	-3	Closed	–	–	335
2022 Q2	$0	Hold	3	–	–	﹤0.01%	652
2022 Q1	$0	Hold	3	–	–	﹤0.01%	546
2021 Q4	$0	Buy	+3	New	+$322	﹤0.01%	515
2021 Q1	–	Sell	-3	Closed	–	–	210
2020 Q4	$0	Buy	+3	New	+$306	﹤0.01%	423

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 $3.37T AUM 44.26% 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 40.91% 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

Curi Wealth Management's DVA Position: Q3 2022 in Review

Curi Wealth Management sold out of DaVita (DVA) in Q3 2022, closing a stake of 3 shares.

Curi Wealth Management first reported a position in DVA in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 441 funds tracked by Wall St. Rank hold DVA as of Q3 2022.

Curi Wealth Management reported no remaining DaVita position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 3 DaVita shares in Q3 2022.
Curi Wealth Management first reported a position in DaVita in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's DaVita position peaked at $0 in Q2 2022.
441 funds tracked by Wall St. Rank held DaVita as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.