MSFP
AEVA

Mark Sheptoff Financial Planning’s Aeva Technologies AEVA Stock Holding History

Mark Sheptoff Financial Planning’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
2025
Q3 		– Sell
-425
Closed -$16.1K – 487
2025
Q2 		$16.1K Buy
+425
New +$6.46K 0.01% 290
2022
Q1 		– Sell
-100
Closed -$4K – 425
2021
Q4 		$4K Buy
+100
New +$4.2K ﹤0.01% 372

Other funds holding AEVA

SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
CPX
Canaan Partners XI Menlo Park, California $76.1M AUM 638.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DGM
Delta Global Management New York $1.22B AUM 34.86% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mark Sheptoff Financial Planning's AEVA Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Aeva Technologies (AEVA) in Q3 2025, closing a stake of 425 shares — an estimated $16.1K sold.

Mark Sheptoff Financial Planning first reported a position in AEVA in Q4 2021 and held it in 2 quarters. The position peaked at $16.1K in Q2 2025. 145 funds tracked by Wall St. Rank hold AEVA as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Aeva Technologies position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 425 Aeva Technologies shares in Q3 2025, an estimated $16.1K.
  • Mark Sheptoff Financial Planning first reported a position in Aeva Technologies in Q4 2021 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Aeva Technologies position peaked at $16.1K in Q2 2025.
  • 145 funds tracked by Wall St. Rank held Aeva Technologies as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.