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FGAM
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
-26
Closed
-$3.61K
–
1736
2024
Q1
$3.61K
Buy
26
+18
+225%
+$2.16K
﹤0.01%
947
2023
Q4
$956
Buy
8
+4
+100%
+$370
﹤0.01%
1049
2023
Q3
$403
Buy
+4
New
+$408
﹤0.01%
836
2023
Q2
–
Sell
-81
Closed
-$210
–
1666
2023
Q1
$210
Buy
+81
New
+$6.49K
0.01%
606
2022
Q4
–
Sell
-249
Closed
-$214
–
1437
2022
Q3
$214
Sell
249
-1,431
-85%
-$126K
0.01%
540
2022
Q2
$2.15K
Sell
1,680
-693
-29%
-$70.1K
0.07%
281
2022
Q1
$2.91K
Buy
2,373
+2,031
+594%
+$228K
0.08%
214
2021
Q4
$295
Buy
342
+315
+1,167%
+$33.9K
0.01%
575
2021
Q3
$116K
Sell
27
-1
-4%
-$125
0.05%
309
2021
Q2
$120K
Sell
28
-4
-13%
-$473
0.04%
302
2021
Q1
$3.48K
Buy
32
+11
+52%
+$1.22K
0.07%
182
2020
Q4
$2K
Buy
+21
New
+$2.14K
﹤0.01%
311
2020
Q2
–
Sell
-129
Closed
-$9.82K
–
238
2020
Q1
$9.82K
Buy
+129
New
+$10.1K
0.03%
212
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
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$263B AUM
16.68%
1-Year Est. Return
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
8KM
8 Knots Management
Dallas, Texas
$868M AUM
30.97%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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