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TD Private Client Wealth’s Endava DAVA Stock Holding History

TD Private Client Wealth’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
2024
Q2 		– Sell
-543
Closed -$20.7K – 1226
2024
Q1 		$20.7K Sell
543
-312
-36% -$18.8K ﹤0.01% 946
2023
Q4 		$66.6K Buy
+855
New +$52.9K ﹤0.01% 770
2022
Q1 		– Sell
-94
Closed -$15.8K – 1286
2021
Q4 		$15.8K Buy
+94
New +$14.6K ﹤0.01% 881

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
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

TD Private Client Wealth's DAVA Position: Q2 2024 in Review

TD Private Client Wealth sold out of Endava (DAVA) in Q2 2024, closing a stake of 543 shares — an estimated $20.7K sold.

TD Private Client Wealth first reported a position in DAVA in Q4 2021 and held it in 3 quarters. The position peaked at $66.6K in Q4 2023. 182 funds tracked by Wall St. Rank hold DAVA as of Q2 2024.

  • TD Private Client Wealth reported no remaining Endava position as of Q2 2024 after selling out during the quarter.
  • TD Private Client Wealth sold 543 Endava shares in Q2 2024, an estimated $20.7K.
  • TD Private Client Wealth first reported a position in Endava in Q4 2021 and held it in 3 quarters.
  • TD Private Client Wealth's Endava position peaked at $66.6K in Q4 2023.
  • 182 funds tracked by Wall St. Rank held Endava as of Q2 2024.

Based on TD Private Client Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.