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Ruedi Wealth Management’s DaVita DVA Stock Holding History

Ruedi Wealth Management’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
2024
Q3 		– Sell
-6
Closed -$831 – 391
2024
Q2 		$831 Buy
+6
New +$827 ﹤0.01% 384

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Ruedi Wealth Management's DVA Position: Q3 2024 in Review

Ruedi Wealth Management sold out of DaVita (DVA) in Q3 2024, closing a stake of 6 shares — an estimated $831 sold.

Ruedi Wealth Management first reported a position in DVA in Q2 2024 and held it in 1 quarter. The position peaked at $831 in Q2 2024. 600 funds tracked by Wall St. Rank hold DVA as of Q3 2024.

  • Ruedi Wealth Management reported no remaining DaVita position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 6 DaVita shares in Q3 2024, an estimated $831.
  • Ruedi Wealth Management first reported a position in DaVita in Q2 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's DaVita position peaked at $831 in Q2 2024.
  • 600 funds tracked by Wall St. Rank held DaVita as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.