Joseph P. Lucia & Associates’s DaVita DVA Stock Holding History

Joseph P. Lucia & Associates’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 Q2	–	Sell	-26	Closed	-$3K	–	456
2022 Q1	$3K	Buy	+26	New	+$2.92K	﹤0.01%	381

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Joseph P. Lucia & Associates's DVA Position: Q2 2022 in Review

Joseph P. Lucia & Associates sold out of DaVita (DVA) in Q2 2022, closing a stake of 26 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in DVA in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 462 funds tracked by Wall St. Rank hold DVA as of Q2 2022.

Joseph P. Lucia & Associates reported no remaining DaVita position as of Q2 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 26 DaVita shares in Q2 2022, an estimated $3K.
Joseph P. Lucia & Associates first reported a position in DaVita in Q1 2022 and held it in 1 quarter.
Joseph P. Lucia & Associates's DaVita position peaked at $3K in Q1 2022.
462 funds tracked by Wall St. Rank held DaVita as of Q2 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2022, filed 26 Jul 2022.