Panoramic Investment Advisors »

DaVita shares owned by Panoramic Investment Advisors

Quarter-by-quarter ownership of DaVita (DVA) shares owned by Panoramic Investment Advisors from 13F filings

Historical chart of Panoramic Investment Advisors investment in DaVita

Tip: Access up to 7 years of quarterly data

All positions including DaVita held by Panoramic Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DaVita by Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $220k 1.5k 149.55
2024-09-30 $242k 1.5k 163.93
2024-03-31 $203k 1.5k 138.05

More positions owned by Panoramic Investment Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Panoramic Investment Advisors

Top funds holding DaVita

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Invesco
Geode Capital Management
LSV Asset Management
Citadel Advisors
Dimensional Fund Advisors
Select Equity
Gates Capital Management
8 Knots Management
Bank of America Corporation
Northern Trust
Jpmorgan Chase & Co

View all funds holding DaVita