KJWM
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Kiley Juergens Wealth Management’s DaVita DVA Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-200
Closed -$14K – 199
2018
Q3 		$14K Hold
200
– – 0.01% 421
2018
Q2 		$13K Buy
+200
New +$13.4K 0.01% 402

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Kiley Juergens Wealth Management's DVA Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of DaVita (DVA) in Q4 2018, closing a stake of 200 shares — an estimated $14K sold.

Kiley Juergens Wealth Management first reported a position in DVA in Q2 2018 and held it in 2 quarters. The position peaked at $14K in Q3 2018. 451 funds tracked by Wall St. Rank hold DVA as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining DaVita position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 200 DaVita shares in Q4 2018, an estimated $14K.
  • Kiley Juergens Wealth Management first reported a position in DaVita in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's DaVita position peaked at $14K in Q3 2018.
  • 451 funds tracked by Wall St. Rank held DaVita as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.