Parisi Gray Wealth Management’s DaVita DVA Stock Holding History

Parisi Gray 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 Q3	–	Sell	-417	Closed	-$50K	–	253
2021 Q2	$50K	Buy	+417	New	+$49.4K	0.02%	298
2019 Q2	–	Sell	-1,008	Closed	-$55K	–	207
2019 Q1	$55K	Sell	1,008 -750	-43%	-$41.5K	0.04%	210
2018 Q4	$89K	Sell	1,758 -1,000	-36%	-$64K	0.06%	139
2018 Q3	$196K	Hold	2,758	–	–	0.12%	101
2018 Q2	$194K	Hold	2,758	–	–	0.13%	102
2018 Q1	$177K	Hold	2,758	–	–	0.14%	102
2017 Q4	$200K	Buy	+2,758	New	+$170K	0.15%	100

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

GCM

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

Norges Bank Oslo, Norway $1T AUM

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

Parisi Gray Wealth Management's DVA Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of DaVita (DVA) in Q3 2021, closing a stake of 417 shares — an estimated $50K sold.

Parisi Gray Wealth Management first reported a position in DVA in Q4 2017 and held it in 7 quarters. The position peaked at $200K in Q4 2017. 511 funds tracked by Wall St. Rank hold DVA as of Q3 2021.

Parisi Gray Wealth Management reported no remaining DaVita position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 417 DaVita shares in Q3 2021, an estimated $50K.
Parisi Gray Wealth Management first reported a position in DaVita in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's DaVita position peaked at $200K in Q4 2017.
511 funds tracked by Wall St. Rank held DaVita as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.