Edge Wealth Management’s DaVita DVA Stock Holding History

Edge 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 Q1	–	Sell	-39	Closed	-$4K	–	210
2021 Q4	$4K	Hold	39	–	–	﹤0.01%	351
2021 Q3	$5K	Buy	+39	New	+$4.88K	﹤0.01%	345
2014 Q2	–	Sell	-65	Closed	-$4K	–	396
2014 Q1	$4K	Buy	+65	New	+$4.32K	﹤0.01%	332

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

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

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

GCM

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edge Wealth Management's DVA Position: Q1 2022 in Review

Edge Wealth Management sold out of DaVita (DVA) in Q1 2022, closing a stake of 39 shares — an estimated $4K sold.

Edge Wealth Management first reported a position in DVA in Q1 2014 and held it in 3 quarters. The position peaked at $5K in Q3 2021. 510 funds tracked by Wall St. Rank hold DVA as of Q1 2022.

Edge Wealth Management reported no remaining DaVita position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 39 DaVita shares in Q1 2022, an estimated $4K.
Edge Wealth Management first reported a position in DaVita in Q1 2014 and held it in 3 quarters.
Edge Wealth Management's DaVita position peaked at $5K in Q3 2021.
510 funds tracked by Wall St. Rank held DaVita as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.