Wealthcare Advisory Partners’s DaVita DVA Stock Holding History

Wealthcare Advisory Partners’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	-141	Closed	-$15K	–	875
2021 Q1	$15K	Buy	+141	New	+$15.7K	﹤0.01%	1309
2020 Q2	–	Sell	-141	Closed	-$11K	–	575
2020 Q1	$11K	Sell	141 -11	-7%	-$865	﹤0.01%	896
2019 Q4	$11K	Hold	152	–	–	﹤0.01%	907
2019 Q3	$9K	Buy	152 +125	+463%	+$7.26K	﹤0.01%	941
2019 Q2	$2K	Hold	27	–	–	﹤0.01%	1178
2019 Q1	$1K	Hold	27	–	–	﹤0.01%	1144
2018 Q4	$1K	Hold	27	–	–	﹤0.01%	1130
2018 Q3	$2K	Hold	27	–	–	﹤0.01%	1113
2018 Q2	$2K	Hold	27	–	–	﹤0.01%	1112
2018 Q1	$2K	Hold	27	–	–	﹤0.01%	950
2017 Q4	$2K	Hold	27	–	–	﹤0.01%	912
2017 Q3	$2K	Buy	+27	New	+$1.63K	﹤0.01%	760

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

Wealthcare Advisory Partners's DVA Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of DaVita (DVA) in Q2 2021, closing a stake of 141 shares — an estimated $15K sold.

Wealthcare Advisory Partners first reported a position in DVA in Q3 2017 and held it in 12 quarters. The position peaked at $15K in Q1 2021. 515 funds tracked by Wall St. Rank hold DVA as of Q2 2021.

Wealthcare Advisory Partners reported no remaining DaVita position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 141 DaVita shares in Q2 2021, an estimated $15K.
Wealthcare Advisory Partners first reported a position in DaVita in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's DaVita position peaked at $15K in Q1 2021.
515 funds tracked by Wall St. Rank held DaVita as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.