Fortitude Advisory Group’s DaVita DVA Stock Holding History

Fortitude Advisory Group’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
2022 Q2	–	Sell	-50	Closed	-$6K	–	489
2022 Q1	$6K	Hold	50	–	–	﹤0.01%	1127
2021 Q4	$6K	Buy	+50	New	+$5.37K	﹤0.01%	1148

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 $3.37T AUM 44.26% 1-Year Est. Return

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

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

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

Fortitude Advisory Group's DVA Position: Q2 2022 in Review

Fortitude Advisory Group sold out of DaVita (DVA) in Q2 2022, closing a stake of 50 shares — an estimated $6K sold.

Fortitude Advisory Group first reported a position in DVA in Q4 2021 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 462 funds tracked by Wall St. Rank hold DVA as of Q2 2022.

Fortitude Advisory Group reported no remaining DaVita position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 50 DaVita shares in Q2 2022, an estimated $6K.
Fortitude Advisory Group first reported a position in DaVita in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's DaVita position peaked at $6K in Q1 2022.
462 funds tracked by Wall St. Rank held DaVita as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.