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Global Wealth Management Investment Advisory’s DaVita DVA Stock Holding History

Global Wealth Management Investment 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
2019
Q4 		– Sell
-7
Closed – – 635
2019
Q3 		$0 Hold
7
– – ﹤0.01% 653
2019
Q2 		$0 Hold
7
– – ﹤0.01% 717
2019
Q1 		$0 Hold
7
– – ﹤0.01% 693
2018
Q4 		$0 Buy
+7
New +$448 ﹤0.01% 704

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Wealth Management Investment Advisory's DVA Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of DaVita (DVA) in Q4 2019, closing a stake of 7 shares.

Global Wealth Management Investment Advisory first reported a position in DVA in Q4 2018 and held it in 4 quarters. The position peaked at $0 in Q3 2019. 453 funds tracked by Wall St. Rank hold DVA as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining DaVita position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 7 DaVita shares in Q4 2019.
  • Global Wealth Management Investment Advisory first reported a position in DaVita in Q4 2018 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's DaVita position peaked at $0 in Q3 2019.
  • 453 funds tracked by Wall St. Rank held DaVita as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.