IFG Advisory’s DaVita DVA Stock Holding History

IFG 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
2022 Q1	–	Sell	-1,820	Closed	-$207K	–	505
2021 Q4	$207K	Hold	1,820	–	–	0.02%	472
2021 Q3	$211K	Sell	1,820 -506	-22%	-$63.4K	0.02%	456
2021 Q2	$280K	Sell	2,326 -2,502	-52%	-$296K	0.03%	404
2021 Q1	$520K	Sell	4,828 -103	-2%	-$11.4K	0.06%	289
2020 Q4	$578K	Sell	4,931 -103	-2%	-$10.5K	0.08%	244
2020 Q3	$431K	Sell	5,034 -44	-0.9%	-$3.76K	0.07%	256
2020 Q2	$401K	Hold	5,078	–	–	0.07%	247
2020 Q1	$386K	Sell	5,078 -50	-1%	-$3.93K	0.09%	227
2019 Q4	$384K	Hold	5,128	–	–	0.07%	274
2019 Q3	$292K	Buy	5,128 +1,039	+25%	+$60.4K	0.06%	310
2019 Q2	$230K	Buy	+4,089	New	+$212K	0.04%	312
2018 Q4	–	Sell	-3,068	Closed	-$219K	–	331
2018 Q3	$219K	Hold	3,068	–	–	0.04%	347
2018 Q2	$213K	Buy	+3,068	New	+$205K	0.04%	331

Other funds holding DVA

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return