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Valeo Financial Advisors’s Endava DAVA Stock Holding History

Valeo Financial 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
2021
Q1 		– Sell
-95
Closed -$7K – 2055
2020
Q4 		$7K Hold
95
– – ﹤0.01% 1278
2020
Q3 		$6K Hold
95
– – ﹤0.01% 1202
2020
Q2 		$5K Buy
+95
New +$4.24K ﹤0.01% 1509

Other funds holding DAVA

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valeo Financial Advisors's DAVA Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Endava (DAVA) in Q1 2021, closing a stake of 95 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in DAVA in Q2 2020 and held it in 3 quarters. The position peaked at $7K in Q4 2020. 137 funds tracked by Wall St. Rank hold DAVA as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Endava position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 95 Endava shares in Q1 2021, an estimated $7K.
  • Valeo Financial Advisors first reported a position in Endava in Q2 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Endava position peaked at $7K in Q4 2020.
  • 137 funds tracked by Wall St. Rank held Endava as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.