IWM
DVA icon

IHT Wealth Management’s DaVita DVA Stock Holding History

IHT Wealth Management’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
Q4 		– Sell
-5,048
Closed -$823K – 1108
2024
Q3 		$823K Sell
5,048
-238
-5% -$35.2K 0.02% 557
2024
Q2 		$733K Buy
5,286
+340
+7% +$46.9K 0.03% 516
2024
Q1 		$683K Buy
4,946
+1,672
+51% +$201K 0.03% 537
2023
Q4 		$343K Buy
+3,274
New +$302K 0.02% 719
2018
Q2 		– Sell
-1,020
Closed -$65K – 659
2018
Q1 		$65K Sell
1,020
-16
-2% -$1.18K 0.02% 597
2017
Q4 		$78K Buy
1,036
+145
+16% +$8.92K 0.02% 560
2017
Q3 		$48K Buy
+891
New +$53.6K 0.02% 532

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return