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Atria Wealth Solutions’s Endava DAVA Stock Holding History

Atria Wealth Solutions’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
2024
Q1 		– Sell
-3,687
Closed -$287K – 1978
2023
Q4 		$287K Sell
3,687
-1,777
-33% -$110K ﹤0.01% 1532
2023
Q3 		$313K Buy
+5,464
New +$285K ﹤0.01% 1394
2022
Q2 		– Sell
-1,668
Closed -$222K – 1684
2022
Q1 		$222K Buy
+1,668
New +$210K ﹤0.01% 1516

Other funds holding DAVA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Atria Wealth Solutions's DAVA Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Endava (DAVA) in Q1 2024, closing a stake of 3,687 shares — an estimated $287K sold.

Atria Wealth Solutions first reported a position in DAVA in Q1 2022 and held it in 3 quarters. The position peaked at $313K in Q3 2023. 195 funds tracked by Wall St. Rank hold DAVA as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Endava position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,687 Endava shares in Q1 2024, an estimated $287K.
  • Atria Wealth Solutions first reported a position in Endava in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Endava position peaked at $313K in Q3 2023.
  • 195 funds tracked by Wall St. Rank held Endava as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.