GWS
AEVA

Glassman Wealth Services’s Aeva Technologies AEVA Stock Holding History

Glassman Wealth Services’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
2023
Q2 		– Sell
-48
Closed -$288 – 1904
2023
Q1 		$288 Buy
+48
New +$385 ﹤0.01% 1719
2022
Q4 		– Sell
-90
Closed -$1K – 1914
2022
Q3 		$1K Buy
+90
New +$1.42K ﹤0.01% 1312
2022
Q1 		– Sell
-6
Closed – – 1614
2021
Q4 		$0 Buy
6
+2
+50% +$84 ﹤0.01% 1613
2021
Q3 		$0 Buy
+4
New +$186 ﹤0.01% 1564

Other funds holding AEVA

SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
CPX
Canaan Partners XI Menlo Park, California $76.1M AUM 638.59% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Glassman Wealth Services's AEVA Position: Q2 2023 in Review

Glassman Wealth Services sold out of Aeva Technologies (AEVA) in Q2 2023, closing a stake of 48 shares — an estimated $288 sold.

Glassman Wealth Services first reported a position in AEVA in Q3 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 107 funds tracked by Wall St. Rank hold AEVA as of Q2 2023.

  • Glassman Wealth Services reported no remaining Aeva Technologies position as of Q2 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 48 Aeva Technologies shares in Q2 2023, an estimated $288.
  • Glassman Wealth Services first reported a position in Aeva Technologies in Q3 2021 and held it in 4 quarters.
  • Glassman Wealth Services's Aeva Technologies position peaked at $1K in Q3 2022.
  • 107 funds tracked by Wall St. Rank held Aeva Technologies as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.