GWS
EVA

Glassman Wealth Services’s Enviva Inc. EVA Stock Holding History

Glassman Wealth Services’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
-351
Closed -$2.62K – 2095
2023
Q3 		$2.62K Sell
351
-99
-22% -$1.03K ﹤0.01% 1246
2023
Q2 		$4.88K Buy
450
+430
+2,150% +$6.26K ﹤0.01% 1000
2023
Q1 		$578 Buy
+20
New +$816 ﹤0.01% 1591

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

Glassman Wealth Services's EVA Position: Q4 2023 in Review

Glassman Wealth Services sold out of Enviva Inc. (EVA) in Q4 2023, closing a stake of 351 shares — an estimated $2.62K sold.

Glassman Wealth Services first reported a position in EVA in Q1 2023 and held it in 3 quarters. The position peaked at $4.88K in Q2 2023. 117 funds tracked by Wall St. Rank hold EVA as of Q4 2023.

  • Glassman Wealth Services reported no remaining Enviva Inc. position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 351 Enviva Inc. shares in Q4 2023, an estimated $2.62K.
  • Glassman Wealth Services first reported a position in Enviva Inc. in Q1 2023 and held it in 3 quarters.
  • Glassman Wealth Services's Enviva Inc. position peaked at $4.88K in Q2 2023.
  • 117 funds tracked by Wall St. Rank held Enviva Inc. as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.