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Wingate Wealth Advisors’s DaVita DVA Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-545
Closed -$81.5K – 186
2024
Q4 		$81.5K Buy
+545
New +$85.4K 0.08% 158

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wingate Wealth Advisors's DVA Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of DaVita (DVA) in Q1 2025, closing a stake of 545 shares — an estimated $81.5K sold.

Wingate Wealth Advisors first reported a position in DVA in Q4 2024 and held it in 1 quarter. The position peaked at $81.5K in Q4 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining DaVita position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 545 DaVita shares in Q1 2025, an estimated $81.5K.
  • Wingate Wealth Advisors first reported a position in DaVita in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's DaVita position peaked at $81.5K in Q4 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.