Carson Wealth (CWM LLC)
EVA

Carson Wealth (CWM LLC)’s Enviva Inc. EVA Stock Holding History

Carson Wealth (CWM LLC)’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
2024
Q3 		– Sell
-164
Closed – – 5253
2024
Q2 		$0 Sell
164
-2,000
-92% -$1.01K ﹤0.01% 5029
2024
Q1 		$1K Sell
2,164
-42
-2% -$22 ﹤0.01% 4261
2023
Q4 		$2K Sell
2,206
-1,677
-43% -$4.66K ﹤0.01% 3867
2023
Q3 		$29K Sell
3,883
-3,361
-46% -$34.9K ﹤0.01% 2438
2023
Q2 		$79K Buy
7,244
+6,174
+577% +$89.9K ﹤0.01% 1699
2023
Q1 		$31K Sell
1,070
-105
-9% -$4.28K ﹤0.01% 2216
2022
Q4 		$62K Buy
1,175
+313
+36% +$17.9K ﹤0.01% 1618
2022
Q3 		$52K Buy
862
+552
+178% +$37.1K ﹤0.01% 1640
2022
Q2 		$18K Buy
310
+2
+0.6% +$151 ﹤0.01% 2208
2022
Q1 		$24K Buy
308
+2
+0.7% +$146 ﹤0.01% 1978
2021
Q4 		$22K Buy
+306
New +$20.5K ﹤0.01% 1955
2021
Q2 		$24K Hold
467
– – ﹤0.01% 1722
2021
Q1 		$24K Hold
467
– – ﹤0.01% 1722
2020
Q4 		$24K Hold
467
– – ﹤0.01% 1721
2020
Q3 		$24K Hold
467
– – ﹤0.01% 1721
2020
Q2 		$24K Hold
467
– – ﹤0.01% 1721
2020
Q1 		$24K Hold
467
– – ﹤0.01% 1721
2019
Q4 		$24K Hold
467
– – ﹤0.01% 1721
2019
Q3 		$24K Hold
467
– – ﹤0.01% 1721
2019
Q2 		$24K Hold
467
– – ﹤0.01% 1721
2019
Q1 		$24K Buy
+467
New +$13.9K ﹤0.01% 1720

Other funds holding EVA

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
AL
AIP LLC New York $268M AUM 40.4% 1-Year Est. Return
KCP
Keyframe Capital Partners New York $229K AUM 22.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BPAMU
BTG Pactual Asset Management US New York $1.16B AUM 24.04% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EVA Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Enviva Inc. (EVA) in Q3 2024, closing a stake of 164 shares.

Carson Wealth (CWM LLC) first reported a position in EVA in Q1 2019 and held it in 21 quarters. The position peaked at $79K in Q2 2023. 69 funds tracked by Wall St. Rank hold EVA as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Enviva Inc. position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 164 Enviva Inc. shares in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in Enviva Inc. in Q1 2019 and held it in 21 quarters.
  • Carson Wealth (CWM LLC)'s Enviva Inc. position peaked at $79K in Q2 2023.
  • 69 funds tracked by Wall St. Rank held Enviva Inc. as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.