Clearstead Advisors’s Enviva Inc. EVA Stock Holding History

Clearstead Advisors’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 Q1	–	Sell	-2,716	Closed	-$2.71K	–	1647
2023 Q4	$2.71K	Sell	2,716 -2,716	-50%	-$7.54K	﹤0.01%	1248
2023 Q3	$40.6K	Buy	5,432 +2,716	+100%	+$28.2K	﹤0.01%	915
2023 Q2	$29.5K	Buy	2,716 +500	+23%	+$7.28K	﹤0.01%	833
2023 Q1	$64K	Hold	2,216	–	–	﹤0.01%	612
2022 Q4	$117K	Sell	2,216 -284	-11%	-$16.2K	0.01%	470
2022 Q3	$150K	Hold	2,500	–	–	0.01%	403
2022 Q2	$143K	Buy	+2,500	New	+$188K	0.01%	429

Other funds holding EVA

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

AIP LLC New York $268M AUM 40.4% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

KCP

Keyframe Capital Partners New York $229K AUM 22.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BPGAM

BTG Pactual Global Asset Management Hamilton, Bermuda $600M AUM 28.3% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clearstead Advisors's EVA Position: Q1 2024 in Review

Clearstead Advisors sold out of Enviva Inc. (EVA) in Q1 2024, closing a stake of 2,716 shares — an estimated $2.71K sold.

Clearstead Advisors first reported a position in EVA in Q2 2022 and held it in 7 quarters. The position peaked at $150K in Q3 2022. 99 funds tracked by Wall St. Rank hold EVA as of Q1 2024.

Clearstead Advisors reported no remaining Enviva Inc. position as of Q1 2024 after selling out during the quarter.
Clearstead Advisors sold 2,716 Enviva Inc. shares in Q1 2024, an estimated $2.71K.
Clearstead Advisors first reported a position in Enviva Inc. in Q2 2022 and held it in 7 quarters.
Clearstead Advisors's Enviva Inc. position peaked at $150K in Q3 2022.
99 funds tracked by Wall St. Rank held Enviva Inc. as of Q1 2024.

Based on Clearstead Advisors's 13F filing for Q1 2024, filed 14 May 2024.