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Wipfli Financial Advisors’s DaVita DVA Stock Holding History

Wipfli Financial 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
2022
Q3 		$44K Buy
+536
New +$47K ﹤0.01% 1142

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wipfli Financial Advisors's DVA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in DaVita (DVA) in Q3 2022: 536 shares worth $44K. The stake represents ﹤0.01% of the portfolio and ranks #1142 among its holdings.

441 funds tracked by Wall St. Rank hold DVA as of Q3 2022.

  • Wipfli Financial Advisors held 536 shares of DaVita worth $44K as of Q3 2022.
  • DaVita was a new Wipfli Financial Advisors position in Q3 2022.
  • DaVita made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1142 holding.
  • 441 funds tracked by Wall St. Rank held DaVita as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.