EW
DVA icon

Evoke Wealth’s DaVita DVA Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-28
Closed -$2K – 588
2022
Q3 		$2K Buy
+28
New +$2.46K ﹤0.01% 1027
2021
Q3 		– Sell
-17
Closed -$2K – 1160
2021
Q2 		$2K Sell
17
-15
-47% -$1.77K ﹤0.01% 1037
2021
Q1 		$3K Buy
32
+29
+967% +$3.22K ﹤0.01% 942
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1052
2020
Q3 		$0 Sell
3
-5
-63% -$427 ﹤0.01% 1040
2020
Q2 		$1K Sell
8
-3
-27% -$234 ﹤0.01% 958
2020
Q1 		$837 Sell
11
-322
-97% -$25.3K ﹤0.01% 956
2019
Q4 		$25K Hold
333
– – ﹤0.01% 543
2019
Q3 		$19K Buy
+333
New +$19.3K ﹤0.01% 678

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
GCM
Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return