IFP Advisors’s Endava DAVA Stock Holding History

IFP 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 Q1	–	Sell	-3	Closed	-$1K	–	3597
2022 Q4	$1K	Sell	3 -40	-93%	-$2.98K	﹤0.01%	4314
2022 Q3	$20K	Hold	43	–	–	﹤0.01%	3069
2022 Q2	$20K	Hold	43	–	–	﹤0.01%	2823
2022 Q1	$20K	Buy	+43	New	+$5.42K	﹤0.01%	2823

Other funds holding DAVA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

IFP Advisors's DAVA Position: Q1 2023 in Review

IFP Advisors sold out of Endava (DAVA) in Q1 2023, closing a stake of 3 shares — an estimated $1K sold.

IFP Advisors first reported a position in DAVA in Q1 2022 and held it in 4 quarters. The position peaked at $20K in Q3 2022. 190 funds tracked by Wall St. Rank hold DAVA as of Q1 2023.

IFP Advisors reported no remaining Endava position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 3 Endava shares in Q1 2023, an estimated $1K.
IFP Advisors first reported a position in Endava in Q1 2022 and held it in 4 quarters.
IFP Advisors's Endava position peaked at $20K in Q3 2022.
190 funds tracked by Wall St. Rank held Endava as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.