IAA
AEVA

Independent Advisor Alliance’s Aeva Technologies AEVA Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-3,092
Closed -$21 – 670
2022
Q4 		$21 Buy
3,092
+494
+19% +$4.33K ﹤0.01% 413
2022
Q3 		$24K Hold
2,598
– – ﹤0.01% 617
2022
Q2 		$41K Buy
+2,598
New +$42.8K ﹤0.01% 601

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

Independent Advisor Alliance's AEVA Position: Q1 2023 in Review

Independent Advisor Alliance sold out of Aeva Technologies (AEVA) in Q1 2023, closing a stake of 3,092 shares — an estimated $21 sold.

Independent Advisor Alliance first reported a position in AEVA in Q2 2022 and held it in 3 quarters. The position peaked at $41K in Q2 2022. 138 funds tracked by Wall St. Rank hold AEVA as of Q1 2023.

  • Independent Advisor Alliance reported no remaining Aeva Technologies position as of Q1 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,092 Aeva Technologies shares in Q1 2023, an estimated $21.
  • Independent Advisor Alliance first reported a position in Aeva Technologies in Q2 2022 and held it in 3 quarters.
  • Independent Advisor Alliance's Aeva Technologies position peaked at $41K in Q2 2022.
  • 138 funds tracked by Wall St. Rank held Aeva Technologies as of Q1 2023.

Based on Independent Advisor Alliance's 13F filing for Q1 2023, filed 12 May 2023.