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Integrated Advisors Network’s DaVita DVA Stock Holding History

Integrated Advisors Network’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
2021
Q3 		– Sell
-6,286
Closed -$757K – 614
2021
Q2 		$757K Sell
6,286
-19
-0.3% -$2.25K 0.06% 278
2021
Q1 		$679K Buy
6,305
+2,881
+84% +$320K 0.06% 269
2020
Q4 		$402K Buy
3,424
+7
+0.2% +$713 0.04% 327
2020
Q3 		$293K Buy
+3,417
New +$292K 0.04% 348

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Advisors Network's DVA Position: Q3 2021 in Review

Integrated Advisors Network sold out of DaVita (DVA) in Q3 2021, closing a stake of 6,286 shares — an estimated $757K sold.

Integrated Advisors Network first reported a position in DVA in Q3 2020 and held it in 4 quarters. The position peaked at $757K in Q2 2021. 511 funds tracked by Wall St. Rank hold DVA as of Q3 2021.

  • Integrated Advisors Network reported no remaining DaVita position as of Q3 2021 after selling out during the quarter.
  • Integrated Advisors Network sold 6,286 DaVita shares in Q3 2021, an estimated $757K.
  • Integrated Advisors Network first reported a position in DaVita in Q3 2020 and held it in 4 quarters.
  • Integrated Advisors Network's DaVita position peaked at $757K in Q2 2021.
  • 511 funds tracked by Wall St. Rank held DaVita as of Q3 2021.

Based on Integrated Advisors Network's 13F filing for Q3 2021, filed 15 Nov 2021.