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Richard W. Paul & Associates’s Dave Inc DAVE Stock Holding History

Richard W. Paul & Associates’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-50
Closed -$4.35K – 383
2024
Q4 		$4.35K Buy
+50
New +$3.35K ﹤0.01% 360

Other funds holding DAVE

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PA
Proem Advisors Dallas, Texas $1.68B AUM 199.97% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Richard W. Paul & Associates's DAVE Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Dave Inc (DAVE) in Q1 2025, closing a stake of 50 shares — an estimated $4.35K sold.

Richard W. Paul & Associates first reported a position in DAVE in Q4 2024 and held it in 1 quarter. The position peaked at $4.35K in Q4 2024. 160 funds tracked by Wall St. Rank hold DAVE as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Dave Inc position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 50 Dave Inc shares in Q1 2025, an estimated $4.35K.
  • Richard W. Paul & Associates first reported a position in Dave Inc in Q4 2024 and held it in 1 quarter.
  • Richard W. Paul & Associates's Dave Inc position peaked at $4.35K in Q4 2024.
  • 160 funds tracked by Wall St. Rank held Dave Inc as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.