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Tyler-Stone Wealth Management’s DaVita DVA Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-50
Closed -$6.93K – 466
2024
Q2 		$6.93K Hold
50
– – ﹤0.01% 705
2024
Q1 		$6.9K Hold
50
– – ﹤0.01% 707
2023
Q4 		$5.24K Hold
50
– – ﹤0.01% 720
2023
Q3 		$5K Buy
+50
New +$5.1K ﹤0.01% 706
2022
Q1 		– Sell
-56
Closed -$6K – 863
2021
Q4 		$6K Buy
+56
New +$6.02K ﹤0.01% 673

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Tyler-Stone Wealth Management's DVA Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of DaVita (DVA) in Q3 2024, closing a stake of 50 shares — an estimated $6.93K sold.

Tyler-Stone Wealth Management first reported a position in DVA in Q4 2021 and held it in 5 quarters. The position peaked at $6.93K in Q2 2024. 600 funds tracked by Wall St. Rank hold DVA as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining DaVita position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 50 DaVita shares in Q3 2024, an estimated $6.93K.
  • Tyler-Stone Wealth Management first reported a position in DaVita in Q4 2021 and held it in 5 quarters.
  • Tyler-Stone Wealth Management's DaVita position peaked at $6.93K in Q2 2024.
  • 600 funds tracked by Wall St. Rank held DaVita as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.