MSWM
DVA icon

McGlone Suttner Wealth Management’s DaVita DVA Stock Holding History

McGlone Suttner 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
Q1 		– Sell
-29
Closed -$3.04K – 334
2023
Q4 		$3.04K Buy
+29
New +$2.68K ﹤0.01% 635

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

McGlone Suttner Wealth Management's DVA Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of DaVita (DVA) in Q1 2024, closing a stake of 29 shares — an estimated $3.04K sold.

McGlone Suttner Wealth Management first reported a position in DVA in Q4 2023 and held it in 1 quarter. The position peaked at $3.04K in Q4 2023. 544 funds tracked by Wall St. Rank hold DVA as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining DaVita position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 29 DaVita shares in Q1 2024, an estimated $3.04K.
  • McGlone Suttner Wealth Management first reported a position in DaVita in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's DaVita position peaked at $3.04K in Q4 2023.
  • 544 funds tracked by Wall St. Rank held DaVita as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.