Financial Architects (New Jersey)’s DaVita DVA Stock Holding History

Financial Architects (New Jersey)’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
2019 Q1	–	Sell	-300	Closed	-$15K	–	1439
2018 Q4	$15K	Buy	+300	New	+$19.2K	﹤0.01%	889

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

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

Financial Architects (New Jersey)'s DVA Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of DaVita (DVA) in Q3 2020, closing a stake of 499 shares — an estimated $39K sold.

Financial Architects (New Jersey) first reported a position in DVA in Q2 2013 and held it in 25 quarters. The position peaked at $49K in Q1 2015. 489 funds tracked by Wall St. Rank hold DVA as of Q3 2020.

Financial Architects (New Jersey) reported no remaining DaVita position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 499 DaVita shares in Q3 2020, an estimated $39K.
Financial Architects (New Jersey) first reported a position in DaVita in Q2 2013 and held it in 25 quarters.
Financial Architects (New Jersey)'s DaVita position peaked at $49K in Q1 2015.
489 funds tracked by Wall St. Rank held DaVita as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.