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SOA Wealth Advisors’s DaVita DVA Stock Holding History

SOA 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
2022
Q2 		– Sell
-11
Closed -$1K – 855
2022
Q1 		$1K Hold
11
– – ﹤0.01% 845
2021
Q4 		$1K Hold
11
– – ﹤0.01% 817
2021
Q3 		$1K Hold
11
– – ﹤0.01% 834
2021
Q2 		$1K Buy
11
+3
+38% +$355 ﹤0.01% 814
2021
Q1 		$0 Sell
8
-35
-81% -$3.89K ﹤0.01% 829
2020
Q4 		$4K Buy
+43
New +$4.38K ﹤0.01% 627

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

SOA Wealth Advisors's DVA Position: Q2 2022 in Review

SOA Wealth Advisors sold out of DaVita (DVA) in Q2 2022, closing a stake of 11 shares — an estimated $1K sold.

SOA Wealth Advisors first reported a position in DVA in Q4 2020 and held it in 6 quarters. The position peaked at $4K in Q4 2020. 462 funds tracked by Wall St. Rank hold DVA as of Q2 2022.

  • SOA Wealth Advisors reported no remaining DaVita position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 11 DaVita shares in Q2 2022, an estimated $1K.
  • SOA Wealth Advisors first reported a position in DaVita in Q4 2020 and held it in 6 quarters.
  • SOA Wealth Advisors's DaVita position peaked at $4K in Q4 2020.
  • 462 funds tracked by Wall St. Rank held DaVita as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.