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Wealthspire Advisors (Maryland)’s DaVita DVA Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-626
Closed -$34K – 869
2019
Q1 		$34K Buy
626
+125
+25% +$6.92K ﹤0.01% 1057
2018
Q4 		$26K Buy
501
+143
+40% +$9.16K ﹤0.01% 1109
2018
Q3 		$26K Sell
358
-11
-3% -$778 ﹤0.01% 1197
2018
Q2 		$26K Sell
369
-11
-3% -$735 ﹤0.01% 1213
2018
Q1 		$25K Sell
380
-52
-12% -$3.82K ﹤0.01% 1224
2017
Q4 		$31K Buy
432
+146
+51% +$8.98K ﹤0.01% 1173
2017
Q3 		$17K Sell
286
-60
-17% -$3.61K ﹤0.01% 1346
2017
Q2 		$22K Buy
346
+64
+23% +$4.24K ﹤0.01% 1230
2017
Q1 		$19K Buy
282
+43
+18% +$2.85K ﹤0.01% 1098
2016
Q4 		$15K Buy
239
+53
+28% +$3.3K ﹤0.01% 1097
2016
Q3 		$12K Buy
186
+1
+0.5% +$70 ﹤0.01% 1196
2016
Q2 		$14K Buy
185
+4
+2% +$302 ﹤0.01% 1110
2016
Q1 		$13K Sell
181
-6
-3% -$405 ﹤0.01% 1119
2015
Q4 		$13K Buy
+187
New +$13.7K ﹤0.01% 1113

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 $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Invesco
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
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DVA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of DaVita (DVA) in Q2 2019, closing a stake of 626 shares — an estimated $34K sold.

Wealthspire Advisors (Maryland) first reported a position in DVA in Q4 2015 and held it in 14 quarters. The position peaked at $34K in Q1 2019. 400 funds tracked by Wall St. Rank hold DVA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining DaVita position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 626 DaVita shares in Q2 2019, an estimated $34K.
  • Wealthspire Advisors (Maryland) first reported a position in DaVita in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s DaVita position peaked at $34K in Q1 2019.
  • 400 funds tracked by Wall St. Rank held DaVita as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.