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

AE 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 Q4	–	Sell	-44,197	Closed	-$330K	–	2208
2023 Q3	$330K	Buy	+44,197	New	+$459K	﹤0.01%	1573

Other funds holding EVA

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AFA

Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return

KCP

Keyframe Capital Partners New York $229K AUM 22.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

AE Wealth Management's EVA Position: Q4 2023 in Review

AE Wealth Management sold out of Enviva Inc. (EVA) in Q4 2023, closing a stake of 44,197 shares — an estimated $330K sold.

AE Wealth Management first reported a position in EVA in Q3 2023 and held it in 1 quarter. The position peaked at $330K in Q3 2023. 117 funds tracked by Wall St. Rank hold EVA as of Q4 2023.

AE Wealth Management reported no remaining Enviva Inc. position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 44,197 Enviva Inc. shares in Q4 2023, an estimated $330K.
AE Wealth Management first reported a position in Enviva Inc. in Q3 2023 and held it in 1 quarter.
AE Wealth Management's Enviva Inc. position peaked at $330K in Q3 2023.
117 funds tracked by Wall St. Rank held Enviva Inc. as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.