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Laird Norton Wetherby Wealth Management’s DaVita DVA Stock Holding History

Laird Norton Wetherby 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
2024
Q4 		$207K Sell
1,382
-68
-5% -$10.7K 0.01% 826
2024
Q3 		$238K Sell
1,450
-93
-6% -$13.7K 0.01% 808
2024
Q2 		$214K Sell
1,543
-111
-7% -$15.3K 0.01% 830
2024
Q1 		$228K Buy
+1,654
New +$198K 0.01% 837
2023
Q3 		– Sell
-2,040
Closed -$205K – 926
2023
Q2 		$205K Buy
+2,040
New +$189K 0.01% 845
2022
Q2 		– Sell
-2,050
Closed -$232K – 933
2022
Q1 		$232K Buy
2,050
+154
+8% +$17.3K 0.01% 809
2021
Q4 		$216K Buy
1,896
+130
+7% +$14K 0.01% 836
2021
Q3 		$205K Buy
1,766
+11
+0.6% +$1.38K 0.01% 851
2021
Q2 		$211K Buy
+1,755
New +$208K 0.01% 851
2021
Q1 		– Sell
-1,751
Closed -$206K – 810
2020
Q4 		$206K Buy
+1,751
New +$178K 0.01% 815
2017
Q2 		– Sell
-3,224
Closed -$219K – 570
2017
Q1 		$219K Buy
3,224
+104
+3% +$6.89K 0.04% 501
2016
Q4 		$200K Buy
+3,120
New +$194K 0.04% 497

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

Laird Norton Wetherby Wealth Management's DVA Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management reduced its DaVita (DVA) stake by 4.7% in Q4 2024, selling an estimated $10.7K and leaving 1,382 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #826.

Laird Norton Wetherby Wealth Management first reported a position in DVA in Q4 2016 and has held it in 12 quarters since. The position peaked at $238K in Q3 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

  • Laird Norton Wetherby Wealth Management held 1,382 shares of DaVita worth $207K as of Q4 2024.
  • Laird Norton Wetherby Wealth Management sold 68 DaVita shares in Q4 2024, an estimated $10.7K.
  • DaVita made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q4 2024, its #826 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in DaVita in Q4 2016 and has held it in 12 quarters since.
  • Laird Norton Wetherby Wealth Management's DaVita position peaked at $238K in Q3 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.