Paces Ferry Wealth Advisors’s DaVita DVA Stock Holding History

Paces Ferry 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
2020 Q4	–	Sell	-11	Closed	-$1K	–	400
2020 Q3	$1K	Buy	+11	New	+$940	﹤0.01%	811

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Paces Ferry Wealth Advisors's DVA Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of DaVita (DVA) in Q4 2020, closing a stake of 11 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in DVA in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 525 funds tracked by Wall St. Rank hold DVA as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining DaVita position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 11 DaVita shares in Q4 2020, an estimated $1K.
Paces Ferry Wealth Advisors first reported a position in DaVita in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's DaVita position peaked at $1K in Q3 2020.
525 funds tracked by Wall St. Rank held DaVita as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.