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TD Ameritrade Investment Management’s DaVita DVA Stock Holding History

TD Ameritrade Investment 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
2023
Q1 		– Sell
-223
Closed -$17K – 599
2022
Q4 		$17K Buy
+223
New +$17.3K ﹤0.01% 338
2022
Q3 		– Sell
-533
Closed -$43K – 599
2022
Q2 		$43K Sell
533
-318
-37% -$32.2K ﹤0.01% 315
2022
Q1 		$96K Buy
851
+33
+4% +$3.71K ﹤0.01% 296
2021
Q4 		$93K Buy
+818
New +$87.9K ﹤0.01% 299
2021
Q3 		– Sell
-733
Closed -$88K – 659
2021
Q2 		$88K Buy
733
+283
+63% +$33.5K ﹤0.01% 292
2021
Q1 		$53K Hold
450
– – ﹤0.01% 326
2020
Q4 		$53K Buy
+450
New +$45.8K ﹤0.01% 326

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TD Ameritrade Investment Management's DVA Position: Q1 2023 in Review

TD Ameritrade Investment Management sold out of DaVita (DVA) in Q1 2023, closing a stake of 223 shares — an estimated $17K sold.

TD Ameritrade Investment Management first reported a position in DVA in Q4 2020 and held it in 7 quarters. The position peaked at $96K in Q1 2022. 440 funds tracked by Wall St. Rank hold DVA as of Q1 2023.

  • TD Ameritrade Investment Management reported no remaining DaVita position as of Q1 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 223 DaVita shares in Q1 2023, an estimated $17K.
  • TD Ameritrade Investment Management first reported a position in DaVita in Q4 2020 and held it in 7 quarters.
  • TD Ameritrade Investment Management's DaVita position peaked at $96K in Q1 2022.
  • 440 funds tracked by Wall St. Rank held DaVita as of Q1 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q1 2023, filed 15 May 2023.