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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 $299B AUM 27.55% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $55.1B AUM 45.38% 1-Year Est. Return

Tradition Wealth Management's DVA Position: Q1 2024 in Review

Tradition Wealth Management sold out of DaVita (DVA) in Q1 2024, closing a stake of 100 shares — an estimated $10K sold.

Tradition Wealth Management first reported a position in DVA in Q3 2021 and held it in 10 quarters. The position peaked at $13K in Q4 2021. 545 funds tracked by Wall St. Rank hold DVA as of Q1 2024.

  • Tradition Wealth Management reported no remaining DaVita position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 100 DaVita shares in Q1 2024, an estimated $10K.
  • Tradition Wealth Management first reported a position in DaVita in Q3 2021 and held it in 10 quarters.
  • Tradition Wealth Management's DaVita position peaked at $13K in Q4 2021.
  • 545 funds tracked by Wall St. Rank held DaVita as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.