9WM
EVA

9258 Wealth Management’s Enviva Inc. EVA Stock Holding History

9258 Wealth Management’s Portfolio EVA Stock Details EVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,025
Closed -$213K – 339
2022
Q4 		$213K Buy
+4,025
New +$230K 0.05% 300

Other funds holding EVA

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

9258 Wealth Management's EVA Position: Q1 2023 in Review

9258 Wealth Management sold out of Enviva Inc. (EVA) in Q1 2023, closing a stake of 4,025 shares — an estimated $213K sold.

9258 Wealth Management first reported a position in EVA in Q4 2022 and held it in 1 quarter. The position peaked at $213K in Q4 2022. 176 funds tracked by Wall St. Rank hold EVA as of Q1 2023.

  • 9258 Wealth Management reported no remaining Enviva Inc. position as of Q1 2023 after selling out during the quarter.
  • 9258 Wealth Management sold 4,025 Enviva Inc. shares in Q1 2023, an estimated $213K.
  • 9258 Wealth Management first reported a position in Enviva Inc. in Q4 2022 and held it in 1 quarter.
  • 9258 Wealth Management's Enviva Inc. position peaked at $213K in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Enviva Inc. as of Q1 2023.

Based on 9258 Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.