Sutton Wealth Advisors’s DaVita DVA Stock Holding History

Sutton 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
2023 Q3	$189	Hold	2	–	–	﹤0.01%	840
2023 Q2	$201	Hold	2	–	–	﹤0.01%	833
2023 Q1	$162	Sell	2 -6	-75%	-$481	﹤0.01%	790
2022 Q4	$597	Sell	8 -23	-74%	-$1.79K	﹤0.01%	1453
2022 Q3	$2.57K	Hold	31	–	–	﹤0.01%	1159
2022 Q2	$2.48K	Hold	31	–	–	﹤0.01%	1150
2022 Q1	$3.51K	Hold	31	–	–	﹤0.01%	1123
2021 Q4	$3.53K	Hold	31	–	–	﹤0.01%	1122
2021 Q3	$3.6K	Hold	31	–	–	﹤0.01%	1100
2021 Q2	$3.73K	Hold	31	–	–	﹤0.01%	1088
2021 Q1	$3.34K	Hold	31	–	–	﹤0.01%	1069
2020 Q4	$3.64K	Hold	31	–	–	﹤0.01%	1027
2020 Q3	$2.65K	Hold	31	–	–	﹤0.01%	1037
2020 Q2	$2.45K	Hold	31	–	–	﹤0.01%	1038
2020 Q1	$2.36K	Hold	31	–	–	﹤0.01%	1017
2019 Q4	$2.33K	Hold	31	–	–	﹤0.01%	1043
2019 Q3	$1.77K	Hold	31	–	–	﹤0.01%	1069
2019 Q2	$1.74K	Sell	31 -22	-42%	-$1.14K	﹤0.01%	1068
2019 Q1	$2.88K	Buy	53 +41	+342%	+$2.27K	﹤0.01%	1006
2018 Q4	$618	Hold	12	–	–	﹤0.01%	1076
2018 Q3	$860	Hold	12	–	–	﹤0.01%	1051
2018 Q2	$833	Hold	12	–	–	﹤0.01%	1069
2018 Q1	$791	Hold	12	–	–	﹤0.01%	1066
2017 Q4	$867	Hold	12	–	–	﹤0.01%	1017
2017 Q3	$713	Hold	12	–	–	﹤0.01%	1014
2017 Q2	$777	Hold	12	–	–	﹤0.01%	1010
2017 Q1	$816	Hold	12	–	–	﹤0.01%	987
2016 Q4	$770	Buy	+12	New	+$747	﹤0.01%	981

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sutton Wealth Advisors's DVA Position: Q3 2023 in Review

Sutton Wealth Advisors held its DaVita (DVA) position steady in Q3 2023 at 2 shares worth $189. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Sutton Wealth Advisors first reported a position in DVA in Q4 2016 and has held it in 28 quarters since. The position peaked at $3.73K in Q2 2021. 503 funds tracked by Wall St. Rank hold DVA as of Q3 2023.

Sutton Wealth Advisors held 2 shares of DaVita worth $189 as of Q3 2023.
Sutton Wealth Advisors left its DaVita share count unchanged in Q3 2023.
DaVita made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #840 holding.
Sutton Wealth Advisors first reported a position in DaVita in Q4 2016 and has held it in 28 quarters since.
Sutton Wealth Advisors's DaVita position peaked at $3.73K in Q2 2021.
503 funds tracked by Wall St. Rank held DaVita as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.