MSWM
AEVA

McGlone Suttner Wealth Management’s Aeva Technologies AEVA Stock Holding History

McGlone Suttner Wealth Management’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
2024
Q1 		– Sell
-1
Closed -$4 – 183
2023
Q4 		$4 Buy
+1
New +$3 ﹤0.01% 842

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

McGlone Suttner Wealth Management's AEVA Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Aeva Technologies (AEVA) in Q1 2024, closing a stake of 1 share — an estimated $4 sold.

McGlone Suttner Wealth Management first reported a position in AEVA in Q4 2023 and held it in 1 quarter. The position peaked at $4 in Q4 2023. 74 funds tracked by Wall St. Rank hold AEVA as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Aeva Technologies position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1 Aeva Technologies share in Q1 2024, an estimated $4.
  • McGlone Suttner Wealth Management first reported a position in Aeva Technologies in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Aeva Technologies position peaked at $4 in Q4 2023.
  • 74 funds tracked by Wall St. Rank held Aeva Technologies as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.