PGWM
DVA icon

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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
GCM
Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return