Focused Wealth Management’s DaVita DVA Stock Holding History

Focused Wealth 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
2021 Q4	–	Sell	-1,500	Closed	-$174K	–	1017
2021 Q3	$174K	Hold	1,500	–	–	0.03%	183
2021 Q2	$181K	Hold	1,500	–	–	0.03%	182
2021 Q1	$162K	Hold	1,500	–	–	0.03%	196
2020 Q4	$176K	Hold	1,500	–	–	0.03%	164
2020 Q3	$128K	Hold	1,500	–	–	0.03%	196
2020 Q2	$119K	Buy	+1,500	New	+$117K	0.03%	200

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focused Wealth Management's DVA Position: Q4 2021 in Review

Focused Wealth Management sold out of DaVita (DVA) in Q4 2021, closing a stake of 1,500 shares — an estimated $174K sold.

Focused Wealth Management first reported a position in DVA in Q2 2020 and held it in 6 quarters. The position peaked at $181K in Q2 2021. 492 funds tracked by Wall St. Rank hold DVA as of Q4 2021.

Focused Wealth Management reported no remaining DaVita position as of Q4 2021 after selling out during the quarter.
Focused Wealth Management sold 1,500 DaVita shares in Q4 2021, an estimated $174K.
Focused Wealth Management first reported a position in DaVita in Q2 2020 and held it in 6 quarters.
Focused Wealth Management's DaVita position peaked at $181K in Q2 2021.
492 funds tracked by Wall St. Rank held DaVita as of Q4 2021.

Based on Focused Wealth Management's 13F filing for Q4 2021, filed 31 Jan 2022.