West Tower Group’s DaVita DVA Stock Holding History

West Tower Group’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
2024 Q1	–	Sell	-61	Closed	-$6.39K	–	212
2023 Q4	$6.39K	Sell	61 -171	-74%	-$15.8K	0.01%	403
2023 Q3	$21.9K	Buy	232 +110	+90%	+$11.2K	0.01%	316
2023 Q2	$12.3K	Buy	+122	New	+$11.3K	0.01%	401

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 $3.38T AUM 44.17% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

8KM

8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

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

West Tower Group's DVA Position: Q1 2024 in Review

West Tower Group sold out of DaVita (DVA) in Q1 2024, closing a stake of 61 shares — an estimated $6.39K sold.

West Tower Group first reported a position in DVA in Q2 2023 and held it in 3 quarters. The position peaked at $21.9K in Q3 2023. 545 funds tracked by Wall St. Rank hold DVA as of Q1 2024.

West Tower Group reported no remaining DaVita position as of Q1 2024 after selling out during the quarter.
West Tower Group sold 61 DaVita shares in Q1 2024, an estimated $6.39K.
West Tower Group first reported a position in DaVita in Q2 2023 and held it in 3 quarters.
West Tower Group's DaVita position peaked at $21.9K in Q3 2023.
545 funds tracked by Wall St. Rank held DaVita as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.