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International Assets Investment Management’s DaVita DVA Stock Holding History

International Assets Investment 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
-385
Closed -$63.1K – 1082
2024
Q3 		$63.1K Buy
+385
New +$56.9K 0.01% 989
2021
Q2 		– Sell
-39
Closed -$5K – 855
2021
Q1 		$5K Hold
39
– – ﹤0.01% 1775
2020
Q4 		$5K Buy
+39
New +$3.97K ﹤0.01% 1623

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

International Assets Investment Management's DVA Position: Q4 2024 in Review

International Assets Investment Management sold out of DaVita (DVA) in Q4 2024, closing a stake of 385 shares — an estimated $63.1K sold.

International Assets Investment Management first reported a position in DVA in Q4 2020 and held it in 3 quarters. The position peaked at $63.1K in Q3 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

  • International Assets Investment Management reported no remaining DaVita position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 385 DaVita shares in Q4 2024, an estimated $63.1K.
  • International Assets Investment Management first reported a position in DaVita in Q4 2020 and held it in 3 quarters.
  • International Assets Investment Management's DaVita position peaked at $63.1K in Q3 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.