WR Wealth Planners’s DaVita DVA Stock Holding History

WR Wealth Planners’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 Q3	–	Sell	-4	Closed	-$554	–	1158
2024 Q2	$554	Buy	4 +1	+33%	+$138	﹤0.01%	1009
2024 Q1	$414	Buy	+3	New	+$360	﹤0.01%	1053

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

WR Wealth Planners's DVA Position: Q3 2024 in Review

WR Wealth Planners sold out of DaVita (DVA) in Q3 2024, closing a stake of 4 shares — an estimated $554 sold.

WR Wealth Planners first reported a position in DVA in Q1 2024 and held it in 2 quarters. The position peaked at $554 in Q2 2024. 600 funds tracked by Wall St. Rank hold DVA as of Q3 2024.

WR Wealth Planners reported no remaining DaVita position as of Q3 2024 after selling out during the quarter.
WR Wealth Planners sold 4 DaVita shares in Q3 2024, an estimated $554.
WR Wealth Planners first reported a position in DaVita in Q1 2024 and held it in 2 quarters.
WR Wealth Planners's DaVita position peaked at $554 in Q2 2024.
600 funds tracked by Wall St. Rank held DaVita as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.