IAA
EVA

Independent Advisor Alliance’s Enviva Inc. EVA Stock Holding History

Independent Advisor Alliance’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
Q4 		– Sell
-4,140
Closed -$249K – 649
2022
Q3 		$249K Hold
4,140
– – 0.01% 532
2022
Q2 		$237K Buy
+4,140
New +$312K 0.01% 537
2022
Q1 		– Sell
-4,685
Closed -$330K – 747
2021
Q4 		$330K Sell
4,685
-795
-15% -$53.2K 0.02% 497
2021
Q3 		$296K Hold
5,480
– – 0.02% 492
2021
Q2 		$287K Buy
5,480
+40
+0.7% +$1.97K 0.02% 514
2021
Q1 		$263K Sell
5,440
-315
-5% -$15.6K 0.02% 510
2020
Q4 		$261K Sell
5,755
-1,090
-16% -$47.6K 0.02% 456
2020
Q3 		$276K Buy
6,845
+50
+0.7% +$1.97K 0.02% 399
2020
Q2 		$245K Buy
+6,795
New +$226K 0.03% 395
2020
Q1 		– Sell
-6,504
Closed -$243K – 898
2019
Q4 		$243K Sell
6,504
-705
-10% -$24K 0.01% 753
2019
Q3 		$230K Hold
7,209
– – 0.03% 390
2019
Q2 		$227K Sell
7,209
-55
-0.8% -$1.74K 0.03% 355
2019
Q1 		$234K Hold
7,264
– – 0.03% 366
2018
Q4 		$202K Sell
7,264
-80
-1% -$2.37K 0.04% 371
2018
Q3 		$236K Sell
7,344
-3,245
-31% -$99.3K 0.04% 312
2018
Q2 		$308K Hold
10,589
– – 0.06% 242
2018
Q1 		$287K Buy
10,589
+2,725
+35% +$74.7K 0.06% 257
2017
Q4 		$223K Buy
+7,864
New +$226K 0.05% 280

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

Independent Advisor Alliance's EVA Position: Q4 2022 in Review

Independent Advisor Alliance sold out of Enviva Inc. (EVA) in Q4 2022, closing a stake of 4,140 shares — an estimated $249K sold.

Independent Advisor Alliance first reported a position in EVA in Q4 2017 and held it in 18 quarters. The position peaked at $330K in Q4 2021. 185 funds tracked by Wall St. Rank hold EVA as of Q4 2022.

  • Independent Advisor Alliance reported no remaining Enviva Inc. position as of Q4 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,140 Enviva Inc. shares in Q4 2022, an estimated $249K.
  • Independent Advisor Alliance first reported a position in Enviva Inc. in Q4 2017 and held it in 18 quarters.
  • Independent Advisor Alliance's Enviva Inc. position peaked at $330K in Q4 2021.
  • 185 funds tracked by Wall St. Rank held Enviva Inc. as of Q4 2022.

Based on Independent Advisor Alliance's 13F filing for Q4 2022, filed 13 Feb 2023.