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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 $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IHT Wealth Management's DVA Position: Q4 2024 in Review

IHT Wealth Management sold out of DaVita (DVA) in Q4 2024, closing a stake of 5,048 shares — an estimated $823K sold.

IHT Wealth Management first reported a position in DVA in Q3 2017 and held it in 7 quarters. The position peaked at $823K in Q3 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

  • IHT Wealth Management reported no remaining DaVita position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 5,048 DaVita shares in Q4 2024, an estimated $823K.
  • IHT Wealth Management first reported a position in DaVita in Q3 2017 and held it in 7 quarters.
  • IHT Wealth Management's DaVita position peaked at $823K in Q3 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.