Wilbanks Smith & Thomas Asset Management’s DaVita DVA Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	$440K	Hold	3,185	–	–	0.01%	364
2023 Q4	$334K	Hold	3,185	–	–	0.01%	407
2023 Q3	$301K	Hold	3,185	–	–	0.01%	400
2023 Q2	$320K	Hold	3,185	–	–	0.01%	398
2023 Q1	$258K	Sell	3,185 -315	-9%	-$25.2K	0.01%	438
2022 Q4	$261K	Hold	3,500	–	–	0.01%	411
2022 Q3	$290K	Hold	3,500	–	–	0.01%	368
2022 Q2	$280K	Hold	3,500	–	–	0.01%	391
2022 Q1	$376K	Hold	3,500	–	–	0.02%	352
2021 Q4	$398K	Hold	3,500	–	–	0.01%	362
2021 Q3	$407K	Hold	3,500	–	–	0.02%	340
2021 Q2	$422K	Buy	+3,500	New	+$414K	0.02%	338

Other funds holding DVA

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wilbanks Smith & Thomas Asset Management's DVA Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its DaVita (DVA) position steady in Q1 2024 at 3,185 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #364.

Wilbanks Smith & Thomas Asset Management first reported a position in DVA in Q2 2021 and has held it in 12 quarters since. 545 funds tracked by Wall St. Rank hold DVA as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 3,185 shares of DaVita worth $440K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management left its DaVita share count unchanged in Q1 2024.
DaVita made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #364 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in DaVita in Q2 2021 and has held it in 12 quarters since.
545 funds tracked by Wall St. Rank held DaVita as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.