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Financial Gravity Asset Management’s DaVita DVA Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-3
Closed -$372 – 1512
2024
Q1 		$372 Sell
3
-1
-25% -$120 ﹤0.01% 870
2023
Q4 		$553 Buy
+4
New +$370 ﹤0.01% 874
2021
Q3 		$116K Sell
27
-1
-4% -$125 0.05% 309
2021
Q2 		$120K Buy
+28
New +$3.31K 0.04% 302
2020
Q4 		$2K Buy
+21
New +$2.14K ﹤0.01% 311
2018
Q3 		$46K Buy
696
+478
+219% +$33.8K 0.05% 346
2018
Q2 		$16K Sell
218
-485
-69% -$32.4K 0.02% 499
2018
Q1 		$45K Buy
+703
New +$51.6K 0.05% 338

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 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

Financial Gravity Asset Management's DVA Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of DaVita (DVA) in Q2 2024, closing a stake of 3 shares — an estimated $372 sold.

Financial Gravity Asset Management first reported a position in DVA in Q1 2018 and held it in 8 quarters. The position peaked at $120K in Q2 2021. 560 funds tracked by Wall St. Rank hold DVA as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining DaVita position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 3 DaVita shares in Q2 2024, an estimated $372.
  • Financial Gravity Asset Management first reported a position in DaVita in Q1 2018 and held it in 8 quarters.
  • Financial Gravity Asset Management's DaVita position peaked at $120K in Q2 2021.
  • 560 funds tracked by Wall St. Rank held DaVita as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.