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First Personal Financial Services’s DaVita DVA Stock Holding History

First Personal Financial Services’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
2020
Q1 		– Sell
-7
Closed -$1K – 360
2019
Q4 		$1K Hold
7
– – ﹤0.01% 421
2019
Q3 		$0 Buy
+7
New +$407 ﹤0.01% 592
2016
Q3 		– Sell
-3
Closed – – 816
2016
Q2 		$0 Buy
+3
New +$227 ﹤0.01% 817

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 $3.38T AUM 44.17% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Personal Financial Services's DVA Position: Q1 2020 in Review

First Personal Financial Services sold out of DaVita (DVA) in Q1 2020, closing a stake of 7 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in DVA in Q2 2016 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 483 funds tracked by Wall St. Rank hold DVA as of Q1 2020.

  • First Personal Financial Services reported no remaining DaVita position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 7 DaVita shares in Q1 2020, an estimated $1K.
  • First Personal Financial Services first reported a position in DaVita in Q2 2016 and held it in 3 quarters.
  • First Personal Financial Services's DaVita position peaked at $1K in Q4 2019.
  • 483 funds tracked by Wall St. Rank held DaVita as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.