PMFA
DVA icon

Plante Moran Financial Advisors’s DaVita DVA Stock Holding History

Plante Moran Financial Advisors’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
2022
Q2 		– Sell
-28
Closed -$3K – 992
2022
Q1 		$3K Sell
28
-29
-51% -$3.26K ﹤0.01% 711
2021
Q4 		$6K Buy
57
+29
+104% +$3.12K ﹤0.01% 779
2021
Q3 		$3K Hold
28
– – ﹤0.01% 828
2021
Q2 		$3K Hold
28
– – ﹤0.01% 846
2021
Q1 		$3K Hold
28
– – ﹤0.01% 853
2020
Q4 		$3K Buy
+28
New +$2.85K ﹤0.01% 741

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's DVA Position: Q2 2022 in Review

Plante Moran Financial Advisors sold out of DaVita (DVA) in Q2 2022, closing a stake of 28 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in DVA in Q4 2020 and held it in 6 quarters. The position peaked at $6K in Q4 2021. 462 funds tracked by Wall St. Rank hold DVA as of Q2 2022.

  • Plante Moran Financial Advisors reported no remaining DaVita position as of Q2 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 28 DaVita shares in Q2 2022, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in DaVita in Q4 2020 and held it in 6 quarters.
  • Plante Moran Financial Advisors's DaVita position peaked at $6K in Q4 2021.
  • 462 funds tracked by Wall St. Rank held DaVita as of Q2 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.