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WealthStone’s DaVita DVA Stock Holding History

WealthStone’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
Q3 		– Sell
-60
Closed -$3.38K – 212
2019
Q2 		$3.38K Buy
+60
New +$3.11K ﹤0.01% 427

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
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

WealthStone's DVA Position: Q3 2019 in Review

WealthStone sold out of DaVita (DVA) in Q3 2019, closing a stake of 60 shares — an estimated $3.38K sold.

WealthStone first reported a position in DVA in Q2 2019 and held it in 1 quarter. The position peaked at $3.38K in Q2 2019. 416 funds tracked by Wall St. Rank hold DVA as of Q3 2019.

  • WealthStone reported no remaining DaVita position as of Q3 2019 after selling out during the quarter.
  • WealthStone sold 60 DaVita shares in Q3 2019, an estimated $3.38K.
  • WealthStone first reported a position in DaVita in Q2 2019 and held it in 1 quarter.
  • WealthStone's DaVita position peaked at $3.38K in Q2 2019.
  • 416 funds tracked by Wall St. Rank held DaVita as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.