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YorkBridge Wealth Partners’s Endava DAVA Stock Holding History

YorkBridge Wealth Partners’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
2022
Q2 		– Sell
-3,642
Closed -$484K – 282
2022
Q1 		$484K Buy
3,642
+1,257
+53% +$158K 0.11% 139
2021
Q4 		$400K Buy
2,385
+303
+15% +$46.9K 0.09% 188
2021
Q3 		$283K Buy
+2,082
New +$269K 0.07% 220

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GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

YorkBridge Wealth Partners's DAVA Position: Q2 2022 in Review

YorkBridge Wealth Partners sold out of Endava (DAVA) in Q2 2022, closing a stake of 3,642 shares — an estimated $484K sold.

YorkBridge Wealth Partners first reported a position in DAVA in Q3 2021 and held it in 3 quarters. The position peaked at $484K in Q1 2022. 185 funds tracked by Wall St. Rank hold DAVA as of Q2 2022.

  • YorkBridge Wealth Partners reported no remaining Endava position as of Q2 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 3,642 Endava shares in Q2 2022, an estimated $484K.
  • YorkBridge Wealth Partners first reported a position in Endava in Q3 2021 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Endava position peaked at $484K in Q1 2022.
  • 185 funds tracked by Wall St. Rank held Endava as of Q2 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2022, filed 15 Jul 2022.