AAS
EVA

Avantax Advisory Services’s Enviva Inc. EVA Stock Holding History

Avantax Advisory Services’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
-14,493
Closed -$108K – 1686
2023
Q3 		$108K Sell
14,493
-901
-6% -$9.36K ﹤0.01% 1486
2023
Q2 		$167K Sell
15,394
-1,492
-9% -$21.7K ﹤0.01% 1420
2023
Q1 		$488K Buy
16,886
+1,285
+8% +$52.4K 0.01% 927
2022
Q4 		$826K Buy
15,601
+2,819
+22% +$161K 0.01% 691
2022
Q3 		$768K Sell
12,782
-549
-4% -$36.9K 0.01% 638
2022
Q2 		$763K Sell
13,331
-257
-2% -$19.4K 0.01% 635
2022
Q1 		$1.07M Buy
13,588
+1,331
+11% +$97.2K 0.01% 521
2021
Q4 		$863K Buy
12,257
+411
+3% +$27.5K 0.01% 566
2021
Q3 		$639K Sell
11,846
-482
-4% -$25.9K 0.01% 627
2021
Q2 		$645K Buy
12,328
+15
+0.1% +$740 0.01% 607
2021
Q1 		$593K Sell
12,313
-340
-3% -$16.8K 0.01% 571
2020
Q4 		$572K Sell
12,653
-13,801
-52% -$602K 0.01% 516
2020
Q3 		$1.06M Buy
26,454
+15,733
+147% +$619K 0.02% 522
2020
Q2 		$386K Buy
10,721
+21
+0.2% +$698 0.01% 553
2020
Q1 		$286K Buy
10,700
+1,570
+17% +$54.6K 0.01% 595
2019
Q4 		$342K Buy
9,130
+2,361
+35% +$80.2K 0.01% 591
2019
Q3 		$216K Buy
+6,769
New +$208K 0.01% 521

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

Avantax Advisory Services's EVA Position: Q4 2023 in Review

Avantax Advisory Services sold out of Enviva Inc. (EVA) in Q4 2023, closing a stake of 14,493 shares — an estimated $108K sold.

Avantax Advisory Services first reported a position in EVA in Q3 2019 and held it in 17 quarters. The position peaked at $1.07M in Q1 2022. 117 funds tracked by Wall St. Rank hold EVA as of Q4 2023.

  • Avantax Advisory Services reported no remaining Enviva Inc. position as of Q4 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 14,493 Enviva Inc. shares in Q4 2023, an estimated $108K.
  • Avantax Advisory Services first reported a position in Enviva Inc. in Q3 2019 and held it in 17 quarters.
  • Avantax Advisory Services's Enviva Inc. position peaked at $1.07M in Q1 2022.
  • 117 funds tracked by Wall St. Rank held Enviva Inc. as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.