IWM
EVA

IHT Wealth Management’s Enviva Inc. EVA Stock Holding History

IHT Wealth 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
2022
Q1 		– Sell
-3,442
Closed -$242K – 864
2021
Q4 		$242K Buy
+3,442
New +$230K 0.02% 693
2018
Q2 		– Sell
-2,631
Closed -$71K – 1429
2018
Q1 		$71K Buy
2,631
+18
+0.7% +$494 0.02% 581
2017
Q4 		$74K Buy
2,613
+1,807
+224% +$52K 0.02% 580
2017
Q3 		$25K Buy
806
+6
+0.8% +$173 0.01% 712
2017
Q2 		$12 Buy
+800
New +$22.5K 0.01% 932

Other funds holding EVA

ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IHT Wealth Management's EVA Position: Q1 2022 in Review

IHT Wealth Management sold out of Enviva Inc. (EVA) in Q1 2022, closing a stake of 3,442 shares — an estimated $242K sold.

IHT Wealth Management first reported a position in EVA in Q2 2017 and held it in 5 quarters. The position peaked at $242K in Q4 2021. 162 funds tracked by Wall St. Rank hold EVA as of Q1 2022.

  • IHT Wealth Management reported no remaining Enviva Inc. position as of Q1 2022 after selling out during the quarter.
  • IHT Wealth Management sold 3,442 Enviva Inc. shares in Q1 2022, an estimated $242K.
  • IHT Wealth Management first reported a position in Enviva Inc. in Q2 2017 and held it in 5 quarters.
  • IHT Wealth Management's Enviva Inc. position peaked at $242K in Q4 2021.
  • 162 funds tracked by Wall St. Rank held Enviva Inc. as of Q1 2022.

Based on IHT Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.