LPL Financial
EVA

LPL Financial’s Enviva Inc. EVA Stock Holding History

LPL Financial’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
2024
Q3 		– Sell
-29,011
Closed -$12.5K – 5307
2024
Q2 		$12.5K Buy
29,011
+9,700
+50% +$4.88K ﹤0.01% 4966
2024
Q1 		$8.5K Buy
+19,311
New +$10.1K ﹤0.01% 4890
2023
Q4 		– Sell
-15,939
Closed -$119K – 4924
2023
Q3 		$119K Sell
15,939
-7,402
-32% -$76.9K ﹤0.01% 4382
2023
Q2 		$253K Sell
23,341
-31,960
-58% -$465K ﹤0.01% 3986
2023
Q1 		$1.6M Buy
55,301
+5,267
+11% +$215K ﹤0.01% 2337
2022
Q4 		$2.65M Buy
50,034
+42,017
+524% +$2.4M ﹤0.01% 1866
2022
Q3 		$482K Buy
8,017
+338
+4% +$22.7K ﹤0.01% 3196
2022
Q2 		$439K Buy
+7,679
New +$578K ﹤0.01% 3318
2022
Q1 		– Sell
-7,500
Closed -$528K – 4424
2021
Q4 		$528K Buy
7,500
+1,457
+24% +$97.5K ﹤0.01% 3236
2021
Q3 		$327K Buy
6,043
+899
+17% +$48.3K ﹤0.01% 3589
2021
Q2 		$270K Buy
5,144
+405
+9% +$20K ﹤0.01% 3669
2021
Q1 		$229K Buy
+4,739
New +$234K ﹤0.01% 3669

Other funds holding EVA

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
AL
AIP LLC New York $268M AUM 40.4% 1-Year Est. Return
KCP
Keyframe Capital Partners New York $229K AUM 22.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BPAMU
BTG Pactual Asset Management US New York $1.16B AUM 24.04% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return

LPL Financial's EVA Position: Q3 2024 in Review

LPL Financial sold out of Enviva Inc. (EVA) in Q3 2024, closing a stake of 29,011 shares — an estimated $12.5K sold.

LPL Financial first reported a position in EVA in Q1 2021 and held it in 12 quarters. The position peaked at $2.65M in Q4 2022. 69 funds tracked by Wall St. Rank hold EVA as of Q3 2024.

  • LPL Financial reported no remaining Enviva Inc. position as of Q3 2024 after selling out during the quarter.
  • LPL Financial sold 29,011 Enviva Inc. shares in Q3 2024, an estimated $12.5K.
  • LPL Financial first reported a position in Enviva Inc. in Q1 2021 and held it in 12 quarters.
  • LPL Financial's Enviva Inc. position peaked at $2.65M in Q4 2022.
  • 69 funds tracked by Wall St. Rank held Enviva Inc. as of Q3 2024.

Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.