Fortis Advisors’s DaVita DVA Stock Holding History

Fortis Advisors’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 Q2	–	Sell	-1,732	Closed	-$132K	–	210
2020 Q1	$132K	Buy	+1,732	New	+$136K	0.09%	121

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 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

Fortis Advisors's DVA Position: Q2 2020 in Review

Fortis Advisors sold out of DaVita (DVA) in Q2 2020, closing a stake of 1,732 shares — an estimated $132K sold.

Fortis Advisors first reported a position in DVA in Q1 2020 and held it in 1 quarter. The position peaked at $132K in Q1 2020. 502 funds tracked by Wall St. Rank hold DVA as of Q2 2020.

Fortis Advisors reported no remaining DaVita position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 1,732 DaVita shares in Q2 2020, an estimated $132K.
Fortis Advisors first reported a position in DaVita in Q1 2020 and held it in 1 quarter.
Fortis Advisors's DaVita position peaked at $132K in Q1 2020.
502 funds tracked by Wall St. Rank held DaVita as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.