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WealthOne’s DaVita DVA Stock Holding History

WealthOne’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
2019
Q1 		– Sell
-35
Closed -$2K – 188
2018
Q4 		$2K Buy
+35
New +$2.24K ﹤0.01% 553

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthOne's DVA Position: Q1 2019 in Review

WealthOne sold out of DaVita (DVA) in Q1 2019, closing a stake of 35 shares — an estimated $2K sold.

WealthOne first reported a position in DVA in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 440 funds tracked by Wall St. Rank hold DVA as of Q1 2019.

  • WealthOne reported no remaining DaVita position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 35 DaVita shares in Q1 2019, an estimated $2K.
  • WealthOne first reported a position in DaVita in Q4 2018 and held it in 1 quarter.
  • WealthOne's DaVita position peaked at $2K in Q4 2018.
  • 440 funds tracked by Wall St. Rank held DaVita as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.