Lenox Wealth Advisors’s DaVita DVA Stock Holding History

Lenox 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
2022 Q1	–	Sell	-12	Closed	-$1K	–	825
2021 Q4	$1K	Buy	+12	New	+$1.29K	﹤0.01%	826

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's DVA Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of DaVita (DVA) in Q1 2022, closing a stake of 12 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in DVA in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 510 funds tracked by Wall St. Rank hold DVA as of Q1 2022.

Lenox Wealth Advisors reported no remaining DaVita position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 12 DaVita shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in DaVita in Q4 2021 and held it in 1 quarter.
Lenox Wealth Advisors's DaVita position peaked at $1K in Q4 2021.
510 funds tracked by Wall St. Rank held DaVita as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.