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Iron Horse Wealth Management’s Endava DAVA Stock Holding History

Iron Horse 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
2025
Q1 		– Sell
-42
Closed -$1.3K – 611
2024
Q4 		$1.3K Hold
42
– – ﹤0.01% 420
2024
Q3 		$1.07K Hold
42
– – ﹤0.01% 427
2024
Q2 		$1.23K Hold
42
– – ﹤0.01% 394
2024
Q1 		$1.6K Hold
42
– – ﹤0.01% 365
2023
Q4 		$3.27K Hold
42
– – ﹤0.01% 309
2023
Q3 		$2.41K Buy
+42
New +$2.19K ﹤0.01% 339

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
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Iron Horse Wealth Management's DAVA Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of Endava (DAVA) in Q1 2025, closing a stake of 42 shares — an estimated $1.3K sold.

Iron Horse Wealth Management first reported a position in DAVA in Q3 2023 and held it in 6 quarters. The position peaked at $3.27K in Q4 2023. 155 funds tracked by Wall St. Rank hold DAVA as of Q1 2025.

  • Iron Horse Wealth Management reported no remaining Endava position as of Q1 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 42 Endava shares in Q1 2025, an estimated $1.3K.
  • Iron Horse Wealth Management first reported a position in Endava in Q3 2023 and held it in 6 quarters.
  • Iron Horse Wealth Management's Endava position peaked at $3.27K in Q4 2023.
  • 155 funds tracked by Wall St. Rank held Endava as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.