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Fortis Capital Advisors’s Endava DAVA Stock Holding History

Fortis Capital 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
2023
Q2 		– Sell
-189
Closed -$12.7K – 226
2023
Q1 		$12.7K Buy
+189
New +$14.8K 0.01% 444

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GPGA
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fortis Capital Advisors's DAVA Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Endava (DAVA) in Q2 2023, closing a stake of 189 shares — an estimated $12.7K sold.

Fortis Capital Advisors first reported a position in DAVA in Q1 2023 and held it in 1 quarter. The position peaked at $12.7K in Q1 2023. 160 funds tracked by Wall St. Rank hold DAVA as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Endava position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 189 Endava shares in Q2 2023, an estimated $12.7K.
  • Fortis Capital Advisors first reported a position in Endava in Q1 2023 and held it in 1 quarter.
  • Fortis Capital Advisors's Endava position peaked at $12.7K in Q1 2023.
  • 160 funds tracked by Wall St. Rank held Endava as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.