PFO
DVA icon

Pathstone Family Office’s DaVita DVA Stock Holding History

Pathstone Family Office’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
2023
Q3 		$336K Buy
+3,555
New +$363K ﹤0.01% 1244
2023
Q1 		– Sell
-3,085
Closed -$230K – 1297
2022
Q4 		$230K Sell
3,085
-6,605
-68% -$513K ﹤0.01% 1334
2022
Q3 		$801K Buy
+9,690
New +$850K 0.01% 855
2021
Q1 		– Sell
-32
Closed -$4K – 855
2020
Q4 		$4K Buy
+32
New +$3.26K ﹤0.01% 973
2017
Q2 		– Sell
-20
Closed -$1K – 453
2017
Q1 		$1K Buy
+20
New +$1.32K ﹤0.01% 450
2014
Q3 		– Sell
-125
Closed -$9K – 323
2014
Q2 		$9K Buy
+125
New +$8.69K 0.03% 96

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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return