Meridian Wealth Partners’s DaVita DVA Stock Holding History

Meridian Wealth Partners’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	-59	Closed	-$6K	–	417
2021 Q1	$6K	Buy	+59	New	+$6.56K	﹤0.01%	610

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Meridian Wealth Partners's DVA Position: Q2 2021 in Review

Meridian Wealth Partners sold out of DaVita (DVA) in Q2 2021, closing a stake of 59 shares — an estimated $6K sold.

Meridian Wealth Partners first reported a position in DVA in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 515 funds tracked by Wall St. Rank hold DVA as of Q2 2021.

Meridian Wealth Partners reported no remaining DaVita position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 59 DaVita shares in Q2 2021, an estimated $6K.
Meridian Wealth Partners first reported a position in DaVita in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's DaVita position peaked at $6K in Q1 2021.
515 funds tracked by Wall St. Rank held DaVita as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.