AWM
EVA

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

Atticus 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
-94
Closed -$702 – 617
2023
Q3 		$702 Hold
94
– – ﹤0.01% 548
2023
Q2 		$1.02K Sell
94
-828
-90% -$12.1K ﹤0.01% 533
2023
Q1 		$26.6K Buy
922
+19
+2% +$775 0.01% 299
2022
Q4 		$47.9K Buy
+903
New +$51.6K 0.02% 255
2022
Q3 		– Sell
-878
Closed -$50K – 631
2022
Q2 		$50K Buy
878
+10
+1% +$753 0.02% 252
2022
Q1 		$69K Buy
+868
New +$63.4K 0.03% 222
2021
Q4 		– Sell
-848
Closed -$46K – 504
2021
Q3 		$46K Buy
848
+398
+88% +$21.4K 0.02% 246
2021
Q2 		$24K Buy
+450
New +$22.2K 0.01% 278

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

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

Atticus Wealth Management sold out of Enviva Inc. (EVA) in Q4 2023, closing a stake of 94 shares — an estimated $702 sold.

Atticus Wealth Management first reported a position in EVA in Q2 2021 and held it in 8 quarters. The position peaked at $69K in Q1 2022. 117 funds tracked by Wall St. Rank hold EVA as of Q4 2023.

  • Atticus Wealth Management reported no remaining Enviva Inc. position as of Q4 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 94 Enviva Inc. shares in Q4 2023, an estimated $702.
  • Atticus Wealth Management first reported a position in Enviva Inc. in Q2 2021 and held it in 8 quarters.
  • Atticus Wealth Management's Enviva Inc. position peaked at $69K in Q1 2022.
  • 117 funds tracked by Wall St. Rank held Enviva Inc. as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.