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Patriot Financial Group Insurance Agency’s DaVita DVA Stock Holding History

Patriot Financial Group Insurance Agency’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
2019
Q4 		– Sell
-1
Closed – – 1342
2019
Q3 		$0 Sell
1
-10
-91% -$581 ﹤0.01% 1335
2019
Q2 		$1K Hold
11
– – ﹤0.01% 1219
2019
Q1 		$1K Buy
11
+10
+1,000% +$553 ﹤0.01% 1096
2018
Q4 		$0 Hold
1
– – ﹤0.01% 1010
2018
Q3 		$1K Buy
+1
New +$71 ﹤0.01% 897

Other funds holding DVA

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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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DVA Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of DaVita (DVA) in Q4 2019, closing a stake of 1 share.

Patriot Financial Group Insurance Agency first reported a position in DVA in Q3 2018 and held it in 5 quarters. The position peaked at $1K in Q2 2019. 453 funds tracked by Wall St. Rank hold DVA as of Q4 2019.

  • Patriot Financial Group Insurance Agency reported no remaining DaVita position as of Q4 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1 DaVita share in Q4 2019.
  • Patriot Financial Group Insurance Agency first reported a position in DaVita in Q3 2018 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's DaVita position peaked at $1K in Q2 2019.
  • 453 funds tracked by Wall St. Rank held DaVita as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.