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Polaris Wealth Advisory Group’s DaVita DVA Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-600
Closed -$43K – 225
2018
Q3 		$43K Buy
+600
New +$42.4K ﹤0.01% 260
2018
Q2 		– Sell
-600
Closed -$40K – 303
2018
Q1 		$40K Buy
+600
New +$44.1K ﹤0.01% 233

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 $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Polaris Wealth Advisory Group's DVA Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of DaVita (DVA) in Q4 2018, closing a stake of 600 shares — an estimated $43K sold.

Polaris Wealth Advisory Group first reported a position in DVA in Q1 2018 and held it in 2 quarters. The position peaked at $43K in Q3 2018. 451 funds tracked by Wall St. Rank hold DVA as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining DaVita position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 600 DaVita shares in Q4 2018, an estimated $43K.
  • Polaris Wealth Advisory Group first reported a position in DaVita in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's DaVita position peaked at $43K in Q3 2018.
  • 451 funds tracked by Wall St. Rank held DaVita as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.