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Liberty Wealth Management’s DaVita DVA Stock Holding History

Liberty 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
2021
Q2 		– Sell
-298
Closed -$35K – 1089
2021
Q1 		$35K Hold
298
– – 0.02% 349
2020
Q4 		$35K Sell
298
-85
-22% -$8.66K 0.02% 347
2020
Q3 		$33K Sell
383
-29
-7% -$2.48K 0.02% 310
2020
Q2 		$33K Sell
412
-6
-1% -$468 0.02% 293
2020
Q1 		$32K Buy
+418
New +$32.9K 0.03% 270

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Liberty Wealth Management's DVA Position: Q2 2021 in Review

Liberty Wealth Management sold out of DaVita (DVA) in Q2 2021, closing a stake of 298 shares — an estimated $35K sold.

Liberty Wealth Management first reported a position in DVA in Q1 2020 and held it in 5 quarters. The position peaked at $35K in Q1 2021. 515 funds tracked by Wall St. Rank hold DVA as of Q2 2021.

  • Liberty Wealth Management reported no remaining DaVita position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 298 DaVita shares in Q2 2021, an estimated $35K.
  • Liberty Wealth Management first reported a position in DaVita in Q1 2020 and held it in 5 quarters.
  • Liberty Wealth Management's DaVita position peaked at $35K in Q1 2021.
  • 515 funds tracked by Wall St. Rank held DaVita as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.