Corient Private Wealth
EVA

Corient Private Wealth’s Enviva Inc. EVA Stock Holding History

Corient Private Wealth’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
-18,805
Closed -$142K – 2364
2023
Q3 		$142K Buy
18,805
+3,847
+26% +$40K ﹤0.01% 1983
2023
Q2 		$162K Sell
14,958
-8,746
-37% -$127K ﹤0.01% 1912
2023
Q1 		$685K Buy
23,704
+9,574
+68% +$391K ﹤0.01% 1240
2022
Q4 		$748K Buy
+14,130
New +$808K ﹤0.01% 1002

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

Corient Private Wealth's EVA Position: Q4 2023 in Review

Corient Private Wealth sold out of Enviva Inc. (EVA) in Q4 2023, closing a stake of 18,805 shares — an estimated $142K sold.

Corient Private Wealth first reported a position in EVA in Q4 2022 and held it in 4 quarters. The position peaked at $748K in Q4 2022. 117 funds tracked by Wall St. Rank hold EVA as of Q4 2023.

  • Corient Private Wealth reported no remaining Enviva Inc. position as of Q4 2023 after selling out during the quarter.
  • Corient Private Wealth sold 18,805 Enviva Inc. shares in Q4 2023, an estimated $142K.
  • Corient Private Wealth first reported a position in Enviva Inc. in Q4 2022 and held it in 4 quarters.
  • Corient Private Wealth's Enviva Inc. position peaked at $748K in Q4 2022.
  • 117 funds tracked by Wall St. Rank held Enviva Inc. as of Q4 2023.

Based on Corient Private Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.