Milestone Wealth’s DaVita DVA Stock Holding History

Milestone Wealth’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 Q2	–	Sell	-452	Closed	-$51K	–	232
2022 Q1	$51K	Hold	452	–	–	0.04%	134
2021 Q4	$51K	Buy	+452	New	+$48.6K	0.04%	134

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 $3.37T AUM 44.26% 1-Year Est. Return

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

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Milestone Wealth's DVA Position: Q2 2022 in Review

Milestone Wealth sold out of DaVita (DVA) in Q2 2022, closing a stake of 452 shares — an estimated $51K sold.

Milestone Wealth first reported a position in DVA in Q4 2021 and held it in 2 quarters. The position peaked at $51K in Q1 2022. 462 funds tracked by Wall St. Rank hold DVA as of Q2 2022.

Milestone Wealth reported no remaining DaVita position as of Q2 2022 after selling out during the quarter.
Milestone Wealth sold 452 DaVita shares in Q2 2022, an estimated $51K.
Milestone Wealth first reported a position in DaVita in Q4 2021 and held it in 2 quarters.
Milestone Wealth's DaVita position peaked at $51K in Q1 2022.
462 funds tracked by Wall St. Rank held DaVita as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.