Total Clarity Wealth Management’s DaVita DVA Stock Holding History

Total Clarity Wealth 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	-3,559	Closed	-$266K	–	201
2022 Q4	$266K	Buy	+3,559	New	+$276K	0.14%	177

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

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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Total Clarity Wealth Management's DVA Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of DaVita (DVA) in Q1 2023, closing a stake of 3,559 shares — an estimated $266K sold.

Total Clarity Wealth Management first reported a position in DVA in Q4 2022 and held it in 1 quarter. The position peaked at $266K in Q4 2022. 439 funds tracked by Wall St. Rank hold DVA as of Q1 2023.

Total Clarity Wealth Management reported no remaining DaVita position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 3,559 DaVita shares in Q1 2023, an estimated $266K.
Total Clarity Wealth Management first reported a position in DaVita in Q4 2022 and held it in 1 quarter.
Total Clarity Wealth Management's DaVita position peaked at $266K in Q4 2022.
439 funds tracked by Wall St. Rank held DaVita as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.