Stratos Wealth Partners’s DaVita DVA Stock Holding History

Stratos 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
2018 Q4	–	Sell	-34	Closed	-$2K	–	1225
2018 Q3	$2K	Buy	+34	New	+$2.4K	﹤0.01%	2680
2018 Q2	–	Sell	-34	Closed	-$2K	–	1362
2018 Q1	$2K	Hold	34	–	–	﹤0.01%	2839
2017 Q4	$2K	Buy	+34	New	+$2.09K	﹤0.01%	2591

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 $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Stratos Wealth Partners's DVA Position: Q4 2018 in Review

Stratos Wealth Partners sold out of DaVita (DVA) in Q4 2018, closing a stake of 34 shares — an estimated $2K sold.

Stratos Wealth Partners first reported a position in DVA in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 451 funds tracked by Wall St. Rank hold DVA as of Q4 2018.

Stratos Wealth Partners reported no remaining DaVita position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 34 DaVita shares in Q4 2018, an estimated $2K.
Stratos Wealth Partners first reported a position in DaVita in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's DaVita position peaked at $2K in Q3 2018.
451 funds tracked by Wall St. Rank held DaVita as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.