VitalStone Financial’s DaVita DVA Stock Holding History

VitalStone Financial’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 Q2	–	Sell	-54	Closed	-$7K	–	526
2024 Q1	$7K	Buy	+54	New	+$6.48K	0.01%	311

Other funds holding DVA

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 $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

8KM

8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

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

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

VitalStone Financial's DVA Position: Q2 2024 in Review

VitalStone Financial sold out of DaVita (DVA) in Q2 2024, closing a stake of 54 shares — an estimated $7K sold.

VitalStone Financial first reported a position in DVA in Q1 2024 and held it in 1 quarter. The position peaked at $7K in Q1 2024. 560 funds tracked by Wall St. Rank hold DVA as of Q2 2024.

VitalStone Financial reported no remaining DaVita position as of Q2 2024 after selling out during the quarter.
VitalStone Financial sold 54 DaVita shares in Q2 2024, an estimated $7K.
VitalStone Financial first reported a position in DaVita in Q1 2024 and held it in 1 quarter.
VitalStone Financial's DaVita position peaked at $7K in Q1 2024.
560 funds tracked by Wall St. Rank held DaVita as of Q2 2024.

Based on VitalStone Financial's 13F filing for Q2 2024, filed 7 Aug 2024.