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Sequoia Financial Advisors’s Dave Inc DAVE Stock Holding History

Sequoia Financial Advisors’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
2023
Q1 		– Sell
-1,875
Closed -$17.4K – 848
2022
Q4 		$17.4K Buy
+1,875
New +$20K ﹤0.01% 799

Other funds holding DAVE

NA
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WCA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sequoia Financial Advisors's DAVE Position: Q1 2023 in Review

Sequoia Financial Advisors sold out of Dave Inc (DAVE) in Q1 2023, closing a stake of 1,875 shares — an estimated $17.4K sold.

Sequoia Financial Advisors first reported a position in DAVE in Q4 2022 and held it in 1 quarter. The position peaked at $17.4K in Q4 2022. 15 funds tracked by Wall St. Rank hold DAVE as of Q1 2023.

  • Sequoia Financial Advisors reported no remaining Dave Inc position as of Q1 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,875 Dave Inc shares in Q1 2023, an estimated $17.4K.
  • Sequoia Financial Advisors first reported a position in Dave Inc in Q4 2022 and held it in 1 quarter.
  • Sequoia Financial Advisors's Dave Inc position peaked at $17.4K in Q4 2022.
  • 15 funds tracked by Wall St. Rank held Dave Inc as of Q1 2023.

Based on Sequoia Financial Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.