Pillar Wealth Advisors’s Endava DAVA Stock Holding History

Pillar Wealth 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 Q4	–	Sell	-5,186	Closed	-$297K	–	71
2023 Q3	$297K	Hold	5,186	–	–	0.26%	57
2023 Q2	$269K	Hold	5,186	–	–	0.22%	59
2023 Q1	$348K	Hold	5,186	–	–	0.35%	47
2022 Q4	$397K	Hold	5,186	–	–	0.38%	45
2022 Q3	$418K	Hold	5,186	–	–	0.42%	38
2022 Q2	$458K	Hold	5,186	–	–	0.47%	36
2022 Q1	$690K	Sell	5,186 -2,600	-33%	-$328K	0.67%	28
2021 Q4	$1.31M	Buy	+7,786	New	+$1.21M	1.24%	22

Other funds holding DAVA

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GPGA

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pillar Wealth Advisors's DAVA Position: Q4 2023 in Review

Pillar Wealth Advisors sold out of Endava (DAVA) in Q4 2023, closing a stake of 5,186 shares — an estimated $297K sold.

Pillar Wealth Advisors first reported a position in DAVA in Q4 2021 and held it in 8 quarters. The position peaked at $1.31M in Q4 2021. 194 funds tracked by Wall St. Rank hold DAVA as of Q4 2023.

Pillar Wealth Advisors reported no remaining Endava position as of Q4 2023 after selling out during the quarter.
Pillar Wealth Advisors sold 5,186 Endava shares in Q4 2023, an estimated $297K.
Pillar Wealth Advisors first reported a position in Endava in Q4 2021 and held it in 8 quarters.
Pillar Wealth Advisors's Endava position peaked at $1.31M in Q4 2021.
194 funds tracked by Wall St. Rank held Endava as of Q4 2023.

Based on Pillar Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.