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Opal Wealth Advisors’s DaVita DVA Stock Holding History

Opal Wealth Advisors’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
2024
Q3 		– Sell
-4
Closed -$555 – 465
2024
Q2 		$555 Buy
+4
New +$551 ﹤0.01% 1157

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
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

Opal Wealth Advisors's DVA Position: Q3 2024 in Review

Opal Wealth Advisors sold out of DaVita (DVA) in Q3 2024, closing a stake of 4 shares — an estimated $555 sold.

Opal Wealth Advisors first reported a position in DVA in Q2 2024 and held it in 1 quarter. The position peaked at $555 in Q2 2024. 600 funds tracked by Wall St. Rank hold DVA as of Q3 2024.

  • Opal Wealth Advisors reported no remaining DaVita position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 4 DaVita shares in Q3 2024, an estimated $555.
  • Opal Wealth Advisors first reported a position in DaVita in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's DaVita position peaked at $555 in Q2 2024.
  • 600 funds tracked by Wall St. Rank held DaVita as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.