AWA
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Arkadios Wealth Advisors’s Endava DAVA Stock Holding History

Arkadios Wealth Advisors’s Portfolio DAVA Stock Details DAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-167
Closed -$22K – 833
2021
Q3 		$22K Buy
167
+35
+27% +$4.52K ﹤0.01% 1169
2021
Q2 		$14K Buy
+132
New +$12.8K ﹤0.01% 1420

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GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arkadios Wealth Advisors's DAVA Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Endava (DAVA) in Q4 2021, closing a stake of 167 shares — an estimated $22K sold.

Arkadios Wealth Advisors first reported a position in DAVA in Q2 2021 and held it in 2 quarters. The position peaked at $22K in Q3 2021. 205 funds tracked by Wall St. Rank hold DAVA as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Endava position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 167 Endava shares in Q4 2021, an estimated $22K.
  • Arkadios Wealth Advisors first reported a position in Endava in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Endava position peaked at $22K in Q3 2021.
  • 205 funds tracked by Wall St. Rank held Endava as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.