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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% 1051
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 $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Evoke Wealth's DVA Position: Q4 2022 in Review

Evoke Wealth sold out of DaVita (DVA) in Q4 2022, closing a stake of 28 shares — an estimated $2K sold.

Evoke Wealth first reported a position in DVA in Q3 2019 and held it in 9 quarters. The position peaked at $25K in Q4 2019. 444 funds tracked by Wall St. Rank hold DVA as of Q4 2022.

  • Evoke Wealth reported no remaining DaVita position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 28 DaVita shares in Q4 2022, an estimated $2K.
  • Evoke Wealth first reported a position in DaVita in Q3 2019 and held it in 9 quarters.
  • Evoke Wealth's DaVita position peaked at $25K in Q4 2019.
  • 444 funds tracked by Wall St. Rank held DaVita as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.