YorkBridge Wealth Partners’s DaVita DVA Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-33	Closed	-$2K	–	295
2019 Q2	$2K	Hold	33	–	–	﹤0.01%	695
2019 Q1	$2K	Hold	33	–	–	﹤0.01%	694
2018 Q4	$2K	Hold	33	–	–	﹤0.01%	677
2018 Q3	$2K	Hold	33	–	–	﹤0.01%	701
2018 Q2	$2K	Hold	33	–	–	﹤0.01%	772
2018 Q1	$2K	Hold	33	–	–	﹤0.01%	767
2017 Q4	$2K	Hold	33	–	–	﹤0.01%	791
2017 Q3	$2K	Hold	33	–	–	﹤0.01%	773
2017 Q2	$2K	Hold	33	–	–	﹤0.01%	768
2017 Q1	$2K	Hold	33	–	–	﹤0.01%	752
2016 Q4	$2K	Buy	+33	New	+$2.06K	﹤0.01%	744

Other funds holding DVA

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return

Dimensional Fund Advisors

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

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return