DaVita shares owned by AE Wealth Management
Historical chart of AE Wealth Management investment in DaVita
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All positions including DaVita held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in DaVita by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $445k | 4.2k | 107.17 |
| 2023-09-30 | $3.8M | 40k | 94.53 |
| 2023-06-30 | $402k | 4.0k | 100.47 |
| 2023-03-31 | $341k | 4.2k | 81.11 |
| 2022-12-31 | $297k | 4.0k | 74.67 |
| 2022-09-30 | $336k | 4.1k | 82.80 |
| 2020-12-31 | $1.5M | 12k | 117.43 |
| 2020-09-30 | $1.2M | 14k | 85.68 |
| 2020-06-30 | $980k | 12k | 79.16 |
| 2020-03-31 | $1.5M | 20k | 76.07 |