My Personal CFO LLC’s DaVita DVA Stock Holding History

My Personal CFO LLC’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	-34	Closed	-$2.54K	–	277
2022 Q4	$2.54K	Buy	+34	New	+$2.64K	﹤0.01%	474

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

My Personal CFO LLC's DVA Position: Q1 2023 in Review

My Personal CFO LLC sold out of DaVita (DVA) in Q1 2023, closing a stake of 34 shares — an estimated $2.54K sold.

My Personal CFO LLC first reported a position in DVA in Q4 2022 and held it in 1 quarter. The position peaked at $2.54K in Q4 2022. 439 funds tracked by Wall St. Rank hold DVA as of Q1 2023.

My Personal CFO LLC reported no remaining DaVita position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 34 DaVita shares in Q1 2023, an estimated $2.54K.
My Personal CFO LLC first reported a position in DaVita in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's DaVita position peaked at $2.54K in Q4 2022.
439 funds tracked by Wall St. Rank held DaVita as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.