MPS Loria Financial Planners’s DaVita DVA Stock Holding History

MPS Loria Financial Planners’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	-6	Closed	–	–	237
2021 Q1	$0	Hold	6	–	–	﹤0.01%	583
2020 Q4	$1K	Buy	+6	New	+$611	﹤0.01%	529

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

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

MPS Loria Financial Planners's DVA Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of DaVita (DVA) in Q2 2021, closing a stake of 6 shares.

MPS Loria Financial Planners first reported a position in DVA in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 515 funds tracked by Wall St. Rank hold DVA as of Q2 2021.

MPS Loria Financial Planners reported no remaining DaVita position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 6 DaVita shares in Q2 2021.
MPS Loria Financial Planners first reported a position in DaVita in Q4 2020 and held it in 2 quarters.
MPS Loria Financial Planners's DaVita position peaked at $1K in Q4 2020.
515 funds tracked by Wall St. Rank held DaVita as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.