Valeo Financial Advisors’s DaVita DVA Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-117	Closed	-$13K	–	852
2021 Q1	$13K	Buy	117 +23	+24%	+$2.56K	﹤0.01%	1287
2020 Q4	$11K	Hold	94	–	–	﹤0.01%	1171
2020 Q3	$8K	Hold	94	–	–	﹤0.01%	1129
2020 Q2	$7K	Sell	94 -343	-78%	-$26.8K	﹤0.01%	1397
2020 Q1	$33K	Sell	437 -417	-49%	-$32.8K	﹤0.01%	734
2019 Q4	$64K	Hold	854	–	–	0.01%	559
2019 Q3	$49K	Hold	854	–	–	0.01%	607
2019 Q2	$48K	Sell	854 -300	-26%	-$15.5K	0.01%	611
2019 Q1	$63K	Hold	1,154	–	–	0.01%	514
2018 Q4	$59K	Sell	1,154 -6	-0.5%	-$384	0.01%	487
2018 Q3	$78K	Buy	1,160 +100	+9%	+$7.07K	0.01%	460
2018 Q2	$76K	Hold	1,060	–	–	0.01%	458
2018 Q1	$70K	Hold	1,060	–	–	0.01%	433
2017 Q4	$77K	Buy	1,060 +1	+0.1%	+$62	0.01%	389
2017 Q3	$63K	Buy	+1,059	New	+$63.7K	0.01%	368

Other funds holding DVA

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

Geode Capital Management

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return