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Reilly Financial Advisors’s DaVita DVA Stock Holding History

Reilly 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
2016
Q2 		– Sell
-1,272
Closed -$93K – 850
2016
Q1 		$93K Hold
1,272
– – 0.02% 281
2015
Q4 		$89K Buy
+1,272
New +$93.2K 0.02% 290

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reilly Financial Advisors's DVA Position: Q4 2021 in Review

Reilly Financial Advisors held its DaVita (DVA) position steady in Q4 2021 at 722 shares worth $82K. The position accounts for 0.01% of the portfolio, ranked #316.

Reilly Financial Advisors first reported a position in DVA in Q2 2013 and has held it in 33 quarters since. The position peaked at $128K in Q1 2015. 493 funds tracked by Wall St. Rank hold DVA as of Q4 2021.

  • Reilly Financial Advisors held 722 shares of DaVita worth $82K as of Q4 2021.
  • Reilly Financial Advisors left its DaVita share count unchanged in Q4 2021.
  • DaVita made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #316 holding.
  • Reilly Financial Advisors first reported a position in DaVita in Q2 2013 and has held it in 33 quarters since.
  • Reilly Financial Advisors's DaVita position peaked at $128K in Q1 2015.
  • 493 funds tracked by Wall St. Rank held DaVita as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.