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Frazier Financial Advisors’s DaVita DVA Stock Holding History

Frazier Financial 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
2024
Q4 		– Sell
-57
Closed -$9.35K – 721
2024
Q3 		$9.35K Sell
57
-61
-52% -$9.01K 0.01% 391
2024
Q2 		$16.4K Buy
118
+17
+17% +$2.34K 0.01% 332
2024
Q1 		$13.9K Buy
101
+67
+197% +$8.04K 0.01% 334
2023
Q4 		$3.56K Buy
+34
New +$3.14K ﹤0.01% 571

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Frazier Financial Advisors's DVA Position: Q4 2024 in Review

Frazier Financial Advisors sold out of DaVita (DVA) in Q4 2024, closing a stake of 57 shares — an estimated $9.35K sold.

Frazier Financial Advisors first reported a position in DVA in Q4 2023 and held it in 4 quarters. The position peaked at $16.4K in Q2 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

  • Frazier Financial Advisors reported no remaining DaVita position as of Q4 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 57 DaVita shares in Q4 2024, an estimated $9.35K.
  • Frazier Financial Advisors first reported a position in DaVita in Q4 2023 and held it in 4 quarters.
  • Frazier Financial Advisors's DaVita position peaked at $16.4K in Q2 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on Frazier Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.