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Evolution Wealth Advisors’s DaVita DVA Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-65
Closed -$8K – 288
2021
Q3 		$8K Hold
65
– – ﹤0.01% 425
2021
Q2 		$8K Hold
65
– – ﹤0.01% 438
2021
Q1 		$7K Hold
65
– – ﹤0.01% 474
2020
Q4 		$8K Hold
65
– – ﹤0.01% 375
2020
Q3 		$6K Hold
65
– – ﹤0.01% 413
2020
Q2 		$5K Buy
+65
New +$5.08K ﹤0.01% 364
2019
Q4 		– Sell
-65
Closed -$4K – 638
2019
Q3 		$4K Sell
65
-236
-78% -$13.7K ﹤0.01% 308
2019
Q2 		$17K Buy
+301
New +$15.6K 0.01% 140

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evolution Wealth Advisors's DVA Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of DaVita (DVA) in Q4 2021, closing a stake of 65 shares — an estimated $8K sold.

Evolution Wealth Advisors first reported a position in DVA in Q2 2019 and held it in 8 quarters. The position peaked at $17K in Q2 2019. 492 funds tracked by Wall St. Rank hold DVA as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining DaVita position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 65 DaVita shares in Q4 2021, an estimated $8K.
  • Evolution Wealth Advisors first reported a position in DaVita in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's DaVita position peaked at $17K in Q2 2019.
  • 492 funds tracked by Wall St. Rank held DaVita as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.