Regent Peak Wealth Advisors’s DaVita DVA Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-92	Closed	-$11K	–	368
2020 Q4	$11K	Buy	+92	New	+$9.37K	﹤0.01%	545

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

Regent Peak Wealth Advisors's DVA Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of DaVita (DVA) in Q1 2021, closing a stake of 92 shares — an estimated $11K sold.

Regent Peak Wealth Advisors first reported a position in DVA in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 491 funds tracked by Wall St. Rank hold DVA as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining DaVita position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 92 DaVita shares in Q1 2021, an estimated $11K.
Regent Peak Wealth Advisors first reported a position in DaVita in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's DaVita position peaked at $11K in Q4 2020.
491 funds tracked by Wall St. Rank held DaVita as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.