KWM
EVA

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

Kingsview 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
2023
Q1 		– Sell
-5,320
Closed -$282K – 957
2022
Q4 		$282K Buy
5,320
+1,115
+27% +$63.7K 0.01% 693
2022
Q3 		$253K Hold
4,205
– – 0.01% 684
2022
Q2 		$241K Buy
4,205
+250
+6% +$18.8K 0.01% 716
2022
Q1 		$313K Sell
3,955
-750
-16% -$54.8K 0.01% 690
2021
Q4 		$331K Hold
4,705
– – 0.01% 689
2021
Q3 		$254K Sell
4,705
-900
-16% -$48.4K 0.01% 732
2021
Q2 		$300K Buy
+5,605
New +$276K 0.01% 698

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Kingsview Wealth Management's EVA Position: Q1 2023 in Review

Kingsview Wealth Management sold out of Enviva Inc. (EVA) in Q1 2023, closing a stake of 5,320 shares — an estimated $282K sold.

Kingsview Wealth Management first reported a position in EVA in Q2 2021 and held it in 7 quarters. The position peaked at $331K in Q4 2021. 176 funds tracked by Wall St. Rank hold EVA as of Q1 2023.

  • Kingsview Wealth Management reported no remaining Enviva Inc. position as of Q1 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 5,320 Enviva Inc. shares in Q1 2023, an estimated $282K.
  • Kingsview Wealth Management first reported a position in Enviva Inc. in Q2 2021 and held it in 7 quarters.
  • Kingsview Wealth Management's Enviva Inc. position peaked at $331K in Q4 2021.
  • 176 funds tracked by Wall St. Rank held Enviva Inc. as of Q1 2023.

Based on Kingsview Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.