Liberty Wealth Management’s Endava DAVA Stock Holding History

Liberty 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
2021 Q4	–	Sell	-13	Closed	-$2K	–	373
2021 Q3	$2K	Buy	+13	New	+$1.68K	﹤0.01%	1044

Other funds holding DAVA

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

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

GPGA

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Liberty Wealth Management's DAVA Position: Q4 2021 in Review

Liberty Wealth Management sold out of Endava (DAVA) in Q4 2021, closing a stake of 13 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in DAVA in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 205 funds tracked by Wall St. Rank hold DAVA as of Q4 2021.

Liberty Wealth Management reported no remaining Endava position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 13 Endava shares in Q4 2021, an estimated $2K.
Liberty Wealth Management first reported a position in Endava in Q3 2021 and held it in 1 quarter.
Liberty Wealth Management's Endava position peaked at $2K in Q3 2021.
205 funds tracked by Wall St. Rank held Endava as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.