Hall Private Wealth Advisors’s Enviva Inc. EVA Stock Holding History

Hall Private Wealth 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
2023 Q3	$144K	Sell	19,332 -98,236	-84%	-$1.02M	0.1%	38
2023 Q2	$1.28M	Buy	117,568 +52,090	+80%	+$758K	0.69%	26
2023 Q1	$1.89M	Buy	65,478 +6,354	+11%	+$259K	0.99%	28
2022 Q4	$3.13M	Buy	59,124 +1,426	+2%	+$81.5K	1.78%	18
2022 Q3	$3.46M	Buy	57,698 +3,437	+6%	+$231K	2%	19
2022 Q2	$3.1M	Buy	54,261 +35,840	+195%	+$2.7M	1.74%	19
2022 Q1	$1.46M	Buy	18,421 +3,296	+22%	+$241K	0.78%	26
2021 Q4	$1.06M	Buy	+15,125	New	+$1.01M	0.66%	27

Other funds holding EVA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

KCP

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ACM

Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hall Private Wealth Advisors's EVA Position: Q3 2023 in Review

Hall Private Wealth Advisors reduced its Enviva Inc. (EVA) stake by 84% in Q3 2023, selling an estimated $1.02M and leaving 19,332 shares worth $144K. The position accounts for 0.1% of the portfolio, ranked #38.

Hall Private Wealth Advisors first reported a position in EVA in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.46M in Q3 2022. 145 funds tracked by Wall St. Rank hold EVA as of Q3 2023.

Hall Private Wealth Advisors held 19,332 shares of Enviva Inc. worth $144K as of Q3 2023.
Hall Private Wealth Advisors sold 98,236 Enviva Inc. shares in Q3 2023, an estimated $1.02M.
Enviva Inc. made up 0.1% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #38 holding.
Hall Private Wealth Advisors first reported a position in Enviva Inc. in Q4 2021 and has held it in 8 quarters since.
Hall Private Wealth Advisors's Enviva Inc. position peaked at $3.46M in Q3 2022.
145 funds tracked by Wall St. Rank held Enviva Inc. as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.