Perigon Wealth Management’s DaVita DVA Stock Holding History

Perigon 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 Q1	–	Sell	-206	Closed	-$24K	–	633
2020 Q4	$24K	Buy	+206	New	+$21K	﹤0.01%	979

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

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

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

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

GCM

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

Perigon Wealth Management's DVA Position: Q1 2021 in Review

Perigon Wealth Management sold out of DaVita (DVA) in Q1 2021, closing a stake of 206 shares — an estimated $24K sold.

Perigon Wealth Management first reported a position in DVA in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 491 funds tracked by Wall St. Rank hold DVA as of Q1 2021.

Perigon Wealth Management reported no remaining DaVita position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 206 DaVita shares in Q1 2021, an estimated $24K.
Perigon Wealth Management first reported a position in DaVita in Q4 2020 and held it in 1 quarter.
Perigon Wealth Management's DaVita position peaked at $24K in Q4 2020.
491 funds tracked by Wall St. Rank held DaVita as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.