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Genesis Wealth Advisors’s DaVita DVA Stock Holding History

Genesis Wealth 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
2015
Q2 		$15.9K Hold
200
– – 0.01% 305
2015
Q1 		$16K Hold
200
– – 0.01% 309
2014
Q4 		$14.8K Buy
+200
New +$15.1K 0.01% 343

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Genesis Wealth Advisors's DVA Position: Q2 2015 in Review

Genesis Wealth Advisors held its DaVita (DVA) position steady in Q2 2015 at 200 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #305.

Genesis Wealth Advisors first reported a position in DVA in Q4 2014 and has held it in 3 quarters since. The position peaked at $16K in Q1 2015. 497 funds tracked by Wall St. Rank hold DVA as of Q2 2015.

  • Genesis Wealth Advisors held 200 shares of DaVita worth $15.9K as of Q2 2015.
  • Genesis Wealth Advisors left its DaVita share count unchanged in Q2 2015.
  • DaVita made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #305 holding.
  • Genesis Wealth Advisors first reported a position in DaVita in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's DaVita position peaked at $16K in Q1 2015.
  • 497 funds tracked by Wall St. Rank held DaVita as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.