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	–	588
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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

West Paces Advisors's DVA Position: Q4 2021 in Review

West Paces Advisors sold out of DaVita (DVA) in Q4 2021, closing a stake of 32 shares — an estimated $3.72K sold.

West Paces Advisors first reported a position in DVA in Q4 2016 and held it in 20 quarters. The position peaked at $13.2K in Q4 2016. 492 funds tracked by Wall St. Rank hold DVA as of Q4 2021.

West Paces Advisors reported no remaining DaVita position as of Q4 2021 after selling out during the quarter.
West Paces Advisors sold 32 DaVita shares in Q4 2021, an estimated $3.72K.
West Paces Advisors first reported a position in DaVita in Q4 2016 and held it in 20 quarters.
West Paces Advisors's DaVita position peaked at $13.2K in Q4 2016.
492 funds tracked by Wall St. Rank held DaVita as of Q4 2021.

Based on West Paces Advisors's 13F filing for Q4 2021, filed 20 Dec 2023.