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Kingswood Wealth Advisors’s DaVita DVA Stock Holding History

Kingswood Wealth Advisors’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
-1,489
Closed -$244K – 825
2024
Q3 		$244K Buy
+1,489
New +$220K 0.02% 626
2024
Q1 		– Sell
-27,027
Closed -$200 – 639
2023
Q4 		$200 Buy
+27,027
New +$2.5M ﹤0.01% 638

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

Kingswood Wealth Advisors's DVA Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of DaVita (DVA) in Q4 2024, closing a stake of 1,489 shares — an estimated $244K sold.

Kingswood Wealth Advisors first reported a position in DVA in Q4 2023 and held it in 2 quarters. The position peaked at $244K in Q3 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining DaVita position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,489 DaVita shares in Q4 2024, an estimated $244K.
  • Kingswood Wealth Advisors first reported a position in DaVita in Q4 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's DaVita position peaked at $244K in Q3 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.