Money Concepts Capital’s DaVita DVA Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-334	Closed	-$24.9K	–	1112
2022 Q4	$24.9K	Buy	334 +39	+13%	+$3.03K	﹤0.01%	1563
2022 Q3	$24K	Hold	295	–	–	﹤0.01%	867
2022 Q2	$25K	Sell	295 -82	-22%	-$8.3K	﹤0.01%	839
2022 Q1	$43K	Buy	+377	New	+$42.3K	﹤0.01%	1295

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Money Concepts Capital's DVA Position: Q1 2023 in Review

Money Concepts Capital sold out of DaVita (DVA) in Q1 2023, closing a stake of 334 shares — an estimated $24.9K sold.

Money Concepts Capital first reported a position in DVA in Q1 2022 and held it in 4 quarters. The position peaked at $43K in Q1 2022. 439 funds tracked by Wall St. Rank hold DVA as of Q1 2023.

Money Concepts Capital reported no remaining DaVita position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 334 DaVita shares in Q1 2023, an estimated $24.9K.
Money Concepts Capital first reported a position in DaVita in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's DaVita position peaked at $43K in Q1 2022.
439 funds tracked by Wall St. Rank held DaVita as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.