Envestnet Asset Management
EVA

Envestnet Asset Management’s Enviva Inc. EVA Stock Holding History

Envestnet Asset Management’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
Q1 		– Sell
-3,907
Closed -$207K – 4139
2022
Q4 		$207K Sell
3,907
-47
-1% -$2.69K ﹤0.01% 3649
2022
Q3 		$237K Buy
3,954
+224
+6% +$15.1K ﹤0.01% 3501
2022
Q2 		$213K Buy
+3,730
New +$281K ﹤0.01% 3559

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Envestnet Asset Management's EVA Position: Q1 2023 in Review

Envestnet Asset Management sold out of Enviva Inc. (EVA) in Q1 2023, closing a stake of 3,907 shares — an estimated $207K sold.

Envestnet Asset Management first reported a position in EVA in Q2 2022 and held it in 3 quarters. The position peaked at $237K in Q3 2022. 176 funds tracked by Wall St. Rank hold EVA as of Q1 2023.

  • Envestnet Asset Management reported no remaining Enviva Inc. position as of Q1 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 3,907 Enviva Inc. shares in Q1 2023, an estimated $207K.
  • Envestnet Asset Management first reported a position in Enviva Inc. in Q2 2022 and held it in 3 quarters.
  • Envestnet Asset Management's Enviva Inc. position peaked at $237K in Q3 2022.
  • 176 funds tracked by Wall St. Rank held Enviva Inc. as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.