AWM
EVA

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

Apollon 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
Q3 		– Sell
-20,331
Closed -$221K – 1007
2023
Q2 		$221K Buy
20,331
+603
+3% +$8.78K 0.01% 831
2023
Q1 		$570K Buy
19,728
+6,971
+55% +$284K 0.03% 491
2022
Q4 		$676K Sell
12,757
-294
-2% -$16.8K 0.05% 410
2022
Q3 		$784K Buy
+13,051
New +$877K 0.06% 325

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
KCP
Keyframe Capital Partners New York $229K AUM 22.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apollon Wealth Management's EVA Position: Q3 2023 in Review

Apollon Wealth Management sold out of Enviva Inc. (EVA) in Q3 2023, closing a stake of 20,331 shares — an estimated $221K sold.

Apollon Wealth Management first reported a position in EVA in Q3 2022 and held it in 4 quarters. The position peaked at $784K in Q3 2022. 145 funds tracked by Wall St. Rank hold EVA as of Q3 2023.

  • Apollon Wealth Management reported no remaining Enviva Inc. position as of Q3 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 20,331 Enviva Inc. shares in Q3 2023, an estimated $221K.
  • Apollon Wealth Management first reported a position in Enviva Inc. in Q3 2022 and held it in 4 quarters.
  • Apollon Wealth Management's Enviva Inc. position peaked at $784K in Q3 2022.
  • 145 funds tracked by Wall St. Rank held Enviva Inc. as of Q3 2023.

Based on Apollon Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.