Global Assets Advisory’s DaVita DVA Stock Holding History

Global Assets Advisory’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 Q2	–	Sell	-124	Closed	-$17.1K	–	184
2024 Q1	$17.1K	Buy	+124	New	+$14.9K	0.01%	455

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

8KM

8 Knots Management Dallas, Texas $868M AUM 30.97% 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

Global Assets Advisory's DVA Position: Q2 2024 in Review

Global Assets Advisory sold out of DaVita (DVA) in Q2 2024, closing a stake of 124 shares — an estimated $17.1K sold.

Global Assets Advisory first reported a position in DVA in Q1 2024 and held it in 1 quarter. The position peaked at $17.1K in Q1 2024. 560 funds tracked by Wall St. Rank hold DVA as of Q2 2024.

Global Assets Advisory reported no remaining DaVita position as of Q2 2024 after selling out during the quarter.
Global Assets Advisory sold 124 DaVita shares in Q2 2024, an estimated $17.1K.
Global Assets Advisory first reported a position in DaVita in Q1 2024 and held it in 1 quarter.
Global Assets Advisory's DaVita position peaked at $17.1K in Q1 2024.
560 funds tracked by Wall St. Rank held DaVita as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.