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AJOVista’s Dave Inc DAVE Stock Holding History

AJOVista’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,659
Closed -$22.3K – 170
2023
Q4 		$22.3K Buy
+2,659
New +$16.6K 0.03% 352

Other funds holding DAVE

NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AJOVista's DAVE Position: Q1 2024 in Review

AJOVista sold out of Dave Inc (DAVE) in Q1 2024, closing a stake of 2,659 shares — an estimated $22.3K sold.

AJOVista first reported a position in DAVE in Q4 2023 and held it in 1 quarter. The position peaked at $22.3K in Q4 2023. 48 funds tracked by Wall St. Rank hold DAVE as of Q1 2024.

  • AJOVista reported no remaining Dave Inc position as of Q1 2024 after selling out during the quarter.
  • AJOVista sold 2,659 Dave Inc shares in Q1 2024, an estimated $22.3K.
  • AJOVista first reported a position in Dave Inc in Q4 2023 and held it in 1 quarter.
  • AJOVista's Dave Inc position peaked at $22.3K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held Dave Inc as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.