Oakwell Private Wealth Management’s DaVita DVA Stock Holding History

Oakwell Private Wealth Management’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 Q4	–	Sell	-3,299	Closed	-$384K	–	62
2021 Q3	$384K	Buy	+3,299	New	+$413K	0.21%	50

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

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

GCM

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

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

Norges Bank Oslo, Norway $1T AUM

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

Oakwell Private Wealth Management's DVA Position: Q4 2021 in Review

Oakwell Private Wealth Management sold out of DaVita (DVA) in Q4 2021, closing a stake of 3,299 shares — an estimated $384K sold.

Oakwell Private Wealth Management first reported a position in DVA in Q3 2021 and held it in 1 quarter. The position peaked at $384K in Q3 2021. 492 funds tracked by Wall St. Rank hold DVA as of Q4 2021.

Oakwell Private Wealth Management reported no remaining DaVita position as of Q4 2021 after selling out during the quarter.
Oakwell Private Wealth Management sold 3,299 DaVita shares in Q4 2021, an estimated $384K.
Oakwell Private Wealth Management first reported a position in DaVita in Q3 2021 and held it in 1 quarter.
Oakwell Private Wealth Management's DaVita position peaked at $384K in Q3 2021.
492 funds tracked by Wall St. Rank held DaVita as of Q4 2021.

Based on Oakwell Private Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.