Lionsbridge Wealth Management’s DaVita DVA Stock Holding History

Lionsbridge 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
2020 Q1	–	Sell	-6	Closed	–	–	106
2019 Q4	$0	Buy	+6	New	+$398	﹤0.01%	274

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Lionsbridge Wealth Management's DVA Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of DaVita (DVA) in Q1 2020, closing a stake of 6 shares.

Lionsbridge Wealth Management first reported a position in DVA in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 483 funds tracked by Wall St. Rank hold DVA as of Q1 2020.

Lionsbridge Wealth Management reported no remaining DaVita position as of Q1 2020 after selling out during the quarter.
Lionsbridge Wealth Management sold 6 DaVita shares in Q1 2020.
Lionsbridge Wealth Management first reported a position in DaVita in Q4 2019 and held it in 1 quarter.
Lionsbridge Wealth Management's DaVita position peaked at $0 in Q4 2019.
483 funds tracked by Wall St. Rank held DaVita as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.