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Institute for Wealth Management’s Endava DAVA Stock Holding History

Institute for Wealth Management’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
Q4 		– Sell
-11,252
Closed -$287K – 524
2024
Q3 		$287K Buy
11,252
+489
+5% +$14.7K 0.04% 424
2024
Q2 		$315K Buy
10,763
+1,972
+22% +$58.5K 0.04% 380
2024
Q1 		$334K Buy
8,791
+1,973
+29% +$119K 0.04% 367
2023
Q4 		$531K Buy
6,818
+861
+14% +$53.3K 0.09% 255
2023
Q3 		$342K Hold
5,957
– – 0.06% 322
2023
Q2 		$309K Buy
+5,957
New +$320K 0.05% 359
2022
Q4 		– Sell
-2,710
Closed -$219K – 457
2022
Q3 		$219K Buy
2,710
+356
+15% +$33.8K 0.05% 402
2022
Q2 		$208K Buy
2,354
+544
+30% +$56.9K 0.04% 478
2022
Q1 		$241K Buy
+1,810
New +$228K 0.04% 475

Other funds holding DAVA

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return

Institute for Wealth Management's DAVA Position: Q4 2024 in Review

Institute for Wealth Management sold out of Endava (DAVA) in Q4 2024, closing a stake of 11,252 shares — an estimated $287K sold.

Institute for Wealth Management first reported a position in DAVA in Q1 2022 and held it in 9 quarters. The position peaked at $531K in Q4 2023. 153 funds tracked by Wall St. Rank hold DAVA as of Q4 2024.

  • Institute for Wealth Management reported no remaining Endava position as of Q4 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 11,252 Endava shares in Q4 2024, an estimated $287K.
  • Institute for Wealth Management first reported a position in Endava in Q1 2022 and held it in 9 quarters.
  • Institute for Wealth Management's Endava position peaked at $531K in Q4 2023.
  • 153 funds tracked by Wall St. Rank held Endava as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.