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Wealthfront’s DaVita DVA Stock Holding History

Wealthfront’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
2018
Q3 		$369K Sell
5,158
-381
-7% -$26.9K ﹤0.01% 415
2018
Q2 		$385K Sell
5,539
-1,873
-25% -$125K ﹤0.01% 401
2018
Q1 		$489K Sell
7,412
-553
-7% -$40.6K 0.01% 381
2017
Q4 		$575K Buy
7,965
+2,397
+43% +$148K 0.01% 332
2017
Q3 		$331K Buy
+5,568
New +$335K ﹤0.01% 401
2015
Q4 		– Sell
-1,777
Closed -$129K – 483
2015
Q3 		$129K Sell
1,777
-517
-23% -$40.1K 0.01% 360
2015
Q2 		$182K Buy
2,294
+250
+12% +$20.5K 0.01% 285
2015
Q1 		$166K Sell
2,044
-341
-14% -$26.2K 0.01% 281
2014
Q4 		$181K Buy
2,385
+451
+23% +$34K 0.01% 238
2014
Q3 		$141K Buy
1,934
+383
+25% +$28K 0.01% 219
2014
Q2 		$114K Buy
1,551
+821
+112% +$57.1K 0.01% 193
2014
Q1 		$51K Buy
+730
New +$48.5K 0.01% 262

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthfront's DVA Position: Q3 2018 in Review

Wealthfront reduced its DaVita (DVA) stake by 6.9% in Q3 2018, selling an estimated $26.9K and leaving 5,158 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Wealthfront first reported a position in DVA in Q1 2014 and has held it in 12 quarters since. The position peaked at $575K in Q4 2017. 491 funds tracked by Wall St. Rank hold DVA as of Q3 2018.

  • Wealthfront held 5,158 shares of DaVita worth $369K as of Q3 2018.
  • Wealthfront sold 381 DaVita shares in Q3 2018, an estimated $26.9K.
  • DaVita made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #415 holding.
  • Wealthfront first reported a position in DaVita in Q1 2014 and has held it in 12 quarters since.
  • Wealthfront's DaVita position peaked at $575K in Q4 2017.
  • 491 funds tracked by Wall St. Rank held DaVita as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.