TWM
DVA icon

Tradition Wealth Management’s DaVita DVA Stock Holding History

Tradition 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
2024
Q1 		– Sell
-100
Closed -$10K – 603
2023
Q4 		$10K Hold
100
– – ﹤0.01% 998
2023
Q3 		$9K Hold
100
– – ﹤0.01% 1030
2023
Q2 		$10K Hold
100
– – ﹤0.01% 1034
2023
Q1 		$8K Hold
100
– – ﹤0.01% 1046
2022
Q4 		$7K Hold
100
– – ﹤0.01% 971
2022
Q3 		$8K Hold
100
– – ﹤0.01% 965
2022
Q2 		$8K Hold
100
– – ﹤0.01% 864
2022
Q1 		$11K Sell
100
-11
-10% -$1.24K ﹤0.01% 871
2021
Q4 		$13K Buy
111
+11
+11% +$1.18K ﹤0.01% 837
2021
Q3 		$12K Buy
+100
New +$12.5K ﹤0.01% 861

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return