Principle Wealth Partners’s DaVita DVA Stock Holding History

Principle Wealth Partners’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
2020 Q3	–	Sell	-500	Closed	-$40K	–	227
2020 Q2	$40K	Buy	+500	New	+$39K	0.01%	301

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Principle Wealth Partners's DVA Position: Q3 2020 in Review

Principle Wealth Partners sold out of DaVita (DVA) in Q3 2020, closing a stake of 500 shares — an estimated $40K sold.

Principle Wealth Partners first reported a position in DVA in Q2 2020 and held it in 1 quarter. The position peaked at $40K in Q2 2020. 489 funds tracked by Wall St. Rank hold DVA as of Q3 2020.

Principle Wealth Partners reported no remaining DaVita position as of Q3 2020 after selling out during the quarter.
Principle Wealth Partners sold 500 DaVita shares in Q3 2020, an estimated $40K.
Principle Wealth Partners first reported a position in DaVita in Q2 2020 and held it in 1 quarter.
Principle Wealth Partners's DaVita position peaked at $40K in Q2 2020.
489 funds tracked by Wall St. Rank held DaVita as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.