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	–	850
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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Valeo Financial Advisors's DVA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of DaVita (DVA) in Q2 2021, closing a stake of 117 shares — an estimated $13K sold.

Valeo Financial Advisors first reported a position in DVA in Q3 2017 and held it in 15 quarters. The position peaked at $78K in Q3 2018. 515 funds tracked by Wall St. Rank hold DVA as of Q2 2021.

Valeo Financial Advisors reported no remaining DaVita position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 117 DaVita shares in Q2 2021, an estimated $13K.
Valeo Financial Advisors first reported a position in DaVita in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's DaVita position peaked at $78K in Q3 2018.
515 funds tracked by Wall St. Rank held DaVita as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.