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Legacy Financial Advisors’s DaVita DVA Stock Holding History

Legacy Financial 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
-1,254
Closed -$206K – 352
2024
Q3 		$206K Buy
+1,254
New +$185K 0.03% 341
2019
Q2 		– Sell
-1,222
Closed -$66K – 329
2019
Q1 		$66K Hold
1,222
– – 0.02% 230
2018
Q4 		$63K Sell
1,222
-17
-1% -$1.09K 0.02% 198
2018
Q3 		$88K Hold
1,239
– – 0.03% 184
2018
Q2 		$89K Buy
1,239
+17
+1% +$1.14K 0.03% 182
2018
Q1 		$77K Sell
1,222
-3,009
-71% -$221K 0.03% 196
2017
Q4 		$305K Buy
+4,231
New +$260K 0.13% 74

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return