TCWP’s DaVita DVA Stock Holding History

TCWP’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	-24	Closed	-$2K	–	680
2022 Q1	$2K	Buy	+24	New	+$2.69K	﹤0.01%	1304

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 $3.38T AUM 44.17% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCWP's DVA Position: Q2 2022 in Review

TCWP sold out of DaVita (DVA) in Q2 2022, closing a stake of 24 shares — an estimated $2K sold.

TCWP first reported a position in DVA in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 462 funds tracked by Wall St. Rank hold DVA as of Q2 2022.

TCWP reported no remaining DaVita position as of Q2 2022 after selling out during the quarter.
TCWP sold 24 DaVita shares in Q2 2022, an estimated $2K.
TCWP first reported a position in DaVita in Q1 2022 and held it in 1 quarter.
TCWP's DaVita position peaked at $2K in Q1 2022.
462 funds tracked by Wall St. Rank held DaVita as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.