Garrett Wealth Advisory Group’s DaVita DVA Stock Holding History

Garrett Wealth 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
2019 Q4	–	Sell	-34	Closed	-$1.94K	–	210
2019 Q3	$1.94K	Buy	+34	New	+$1.98K	﹤0.01%	565

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Garrett Wealth Advisory Group's DVA Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of DaVita (DVA) in Q4 2019, closing a stake of 34 shares — an estimated $1.94K sold.

Garrett Wealth Advisory Group first reported a position in DVA in Q3 2019 and held it in 1 quarter. The position peaked at $1.94K in Q3 2019. 452 funds tracked by Wall St. Rank hold DVA as of Q4 2019.

Garrett Wealth Advisory Group reported no remaining DaVita position as of Q4 2019 after selling out during the quarter.
Garrett Wealth Advisory Group sold 34 DaVita shares in Q4 2019, an estimated $1.94K.
Garrett Wealth Advisory Group first reported a position in DaVita in Q3 2019 and held it in 1 quarter.
Garrett Wealth Advisory Group's DaVita position peaked at $1.94K in Q3 2019.
452 funds tracked by Wall St. Rank held DaVita as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.