Ellevest Inc’s DaVita DVA Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-849	Closed	-$68.9K	–	702
2023 Q1	$68.9K	Buy	849 +786	+1,248%	+$63K	0.01%	525
2022 Q4	$4.7K	Sell	63 -309	-83%	-$24K	﹤0.01%	1195
2022 Q3	$31K	Buy	372 +347	+1,388%	+$30.4K	﹤0.01%	701
2022 Q2	$2K	Sell	25 -46	-65%	-$4.66K	﹤0.01%	1150
2022 Q1	$8K	Buy	71 +35	+97%	+$3.93K	﹤0.01%	929
2021 Q4	$4K	Buy	36 +27	+300%	+$2.9K	﹤0.01%	1043
2021 Q3	$1K	Buy	9 +2	+29%	+$250	﹤0.01%	1251
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	1139
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	1139
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	1048
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	990
2020 Q2	$1K	Sell	7 -11	-61%	-$859	﹤0.01%	984
2020 Q1	$1K	Buy	18 +3	+20%	+$236	﹤0.01%	867
2019 Q4	$1K	Buy	+15	New	+$995	﹤0.01%	760

Other funds holding DVA

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

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

LSV Asset Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Geode Capital Management

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return