Holistic Financial Partners’s DaVita DVA Stock Holding History

Holistic Financial Partners’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
2018 Q2	–	Sell	-860	Closed	-$57K	–	122
2018 Q1	$57K	Buy	860 +15	+2%	+$1.1K	0.05%	180
2017 Q4	$61K	Buy	+845	New	+$52K	0.05%	172

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

Norges Bank Oslo, Norway $1T AUM

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Holistic Financial Partners's DVA Position: Q2 2018 in Review

Holistic Financial Partners sold out of DaVita (DVA) in Q2 2018, closing a stake of 860 shares — an estimated $57K sold.

Holistic Financial Partners first reported a position in DVA in Q4 2017 and held it in 2 quarters. The position peaked at $61K in Q4 2017. 479 funds tracked by Wall St. Rank hold DVA as of Q2 2018.

Holistic Financial Partners reported no remaining DaVita position as of Q2 2018 after selling out during the quarter.
Holistic Financial Partners sold 860 DaVita shares in Q2 2018, an estimated $57K.
Holistic Financial Partners first reported a position in DaVita in Q4 2017 and held it in 2 quarters.
Holistic Financial Partners's DaVita position peaked at $61K in Q4 2017.
479 funds tracked by Wall St. Rank held DaVita as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.