EPG Wealth Management’s DaVita DVA Stock Holding History

EPG 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
2020 Q2	–	Sell	-148	Closed	-$11K	–	294
2020 Q1	$11K	Buy	148 +104	+236%	+$8.18K	0.01%	466
2019 Q4	$3K	Buy	+44	New	+$2.92K	﹤0.01%	562

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

EPG Wealth Management's DVA Position: Q2 2020 in Review

EPG Wealth Management sold out of DaVita (DVA) in Q2 2020, closing a stake of 148 shares — an estimated $11K sold.

EPG Wealth Management first reported a position in DVA in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q1 2020. 502 funds tracked by Wall St. Rank hold DVA as of Q2 2020.

EPG Wealth Management reported no remaining DaVita position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 148 DaVita shares in Q2 2020, an estimated $11K.
EPG Wealth Management first reported a position in DaVita in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's DaVita position peaked at $11K in Q1 2020.
502 funds tracked by Wall St. Rank held DaVita as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.