West Paces Advisors’s DaVita DVA Stock Holding History

West Paces Advisors’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 Q4	–	Sell	-32	Closed	-$3.72K	–	589
2021 Q3	$3.72K	Hold	32	–	–	﹤0.01%	450
2021 Q2	$3.85K	Hold	32	–	–	﹤0.01%	458
2021 Q1	$3.45K	Hold	32	–	–	﹤0.01%	400
2020 Q4	$3.76K	Hold	32	–	–	﹤0.01%	380
2020 Q3	$2.74K	Sell	32 -48	-60%	-$4.1K	﹤0.01%	383
2020 Q2	$6.33K	Hold	80	–	–	﹤0.01%	351
2020 Q1	$6.08K	Hold	80	–	–	﹤0.01%	350
2019 Q4	$6K	Hold	80	–	–	﹤0.01%	393
2019 Q3	$4.57K	Hold	80	–	–	﹤0.01%	391
2019 Q2	$4.5K	Hold	80	–	–	﹤0.01%	387
2019 Q1	$4.34K	Hold	80	–	–	﹤0.01%	391
2018 Q4	$4.12K	Hold	80	–	–	﹤0.01%	395
2018 Q3	$5.73K	Hold	80	–	–	﹤0.01%	371
2018 Q2	$5.55K	Hold	80	–	–	﹤0.01%	378
2018 Q1	$5.28K	Hold	80	–	–	﹤0.01%	364
2017 Q4	$5.78K	Sell	80 -25	-24%	-$1.54K	﹤0.01%	378
2017 Q3	$6.24K	Sell	105 -15	-13%	-$903	﹤0.01%	368
2017 Q2	$7.77K	Hold	120	–	–	0.01%	357
2017 Q1	$8.16K	Sell	120 -85	-41%	-$5.63K	0.01%	348
2016 Q4	$13.2K	Buy	+205	New	+$12.8K	0.01%	300

Other funds holding DVA

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return