AWM
AEVA

Avior Wealth Management’s Aeva Technologies AEVA Stock Holding History

Avior Wealth Management’s Portfolio AEVA Stock Details AEVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7
Closed -$27 – 2281
2024
Q1 		$27 Buy
+7
New +$34 ﹤0.01% 3629
2022
Q1 		– Sell
-71
Closed -$2K – 1087
2021
Q4 		$2K Hold
71
– – ﹤0.01% 959
2021
Q3 		$2K Hold
71
– – ﹤0.01% 921
2021
Q2 		$3K Hold
71
– – ﹤0.01% 858
2021
Q1 		$4K Buy
+71
New +$5.52K ﹤0.01% 840

Other funds holding AEVA

SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
CPX
Canaan Partners XI Menlo Park, California $76.1M AUM 638.59% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avior Wealth Management's AEVA Position: Q2 2024 in Review

Avior Wealth Management sold out of Aeva Technologies (AEVA) in Q2 2024, closing a stake of 7 shares — an estimated $27 sold.

Avior Wealth Management first reported a position in AEVA in Q1 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2021. 76 funds tracked by Wall St. Rank hold AEVA as of Q2 2024.

  • Avior Wealth Management reported no remaining Aeva Technologies position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 7 Aeva Technologies shares in Q2 2024, an estimated $27.
  • Avior Wealth Management first reported a position in Aeva Technologies in Q1 2021 and held it in 5 quarters.
  • Avior Wealth Management's Aeva Technologies position peaked at $4K in Q1 2021.
  • 76 funds tracked by Wall St. Rank held Aeva Technologies as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.