Friedenthal Financial’s DaVita DVA Stock Holding History

Friedenthal Financial’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 Q3	–	Sell	-347	Closed	-$48.1K	–	249
2024 Q2	$48.1K	Buy	+347	New	+$47.8K	0.03%	162
2024 Q1	–	Sell	-6,806	Closed	-$713K	–	240
2023 Q4	$713K	Buy	+6,806	New	+$629K	0.47%	73

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Friedenthal Financial's DVA Position: Q3 2024 in Review

Friedenthal Financial sold out of DaVita (DVA) in Q3 2024, closing a stake of 347 shares — an estimated $48.1K sold.

Friedenthal Financial first reported a position in DVA in Q4 2023 and held it in 2 quarters. The position peaked at $713K in Q4 2023. 600 funds tracked by Wall St. Rank hold DVA as of Q3 2024.

Friedenthal Financial reported no remaining DaVita position as of Q3 2024 after selling out during the quarter.
Friedenthal Financial sold 347 DaVita shares in Q3 2024, an estimated $48.1K.
Friedenthal Financial first reported a position in DaVita in Q4 2023 and held it in 2 quarters.
Friedenthal Financial's DaVita position peaked at $713K in Q4 2023.
600 funds tracked by Wall St. Rank held DaVita as of Q3 2024.

Based on Friedenthal Financial's 13F filing for Q3 2024, filed 17 Oct 2024.