NWM
EVA

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

Nicola 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
Q2 		– Sell
-120,000
Closed -$3.47M – 111
2023
Q1 		$3.47M Buy
120,000
+28,000
+30% +$1.14M 0.34% 70
2022
Q4 		$4.87M Hold
92,000
– – 0.49% 63
2022
Q3 		$5.53M Buy
92,000
+12,000
+15% +$807K 0.61% 55
2022
Q2 		$4.58M Buy
80,000
+10,600
+15% +$798K 0.44% 67
2022
Q1 		$5.49M Sell
69,400
-1,264
-2% -$92.3K 0.48% 68
2021
Q4 		$4.98M Sell
70,664
-29,336
-29% -$1.96M 0.47% 76
2021
Q3 		$5.41M Sell
100,000
-10,000
-9% -$538K 0.56% 68
2021
Q2 		$5.76M Buy
110,000
+16,000
+17% +$789K 0.59% 66
2021
Q1 		$4.54M Buy
94,000
+34,000
+57% +$1.68M 0.51% 73
2020
Q4 		$2.73M Buy
60,000
+12,000
+25% +$524K 0.34% 84
2020
Q3 		$1.93M Buy
48,000
+13,000
+37% +$511K 0.28% 86
2020
Q2 		$1.26M Hold
35,000
– – 0.17% 100
2020
Q1 		$935K Buy
+35,000
New +$1.22M 0.14% 99

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
CG
Covalis (Gibraltar) Midtown, Gibraltar $22.5M AUM 9.5% 1-Year Est. Return

Nicola Wealth Management's EVA Position: Q2 2023 in Review

Nicola Wealth Management sold out of Enviva Inc. (EVA) in Q2 2023, closing a stake of 120,000 shares — an estimated $3.47M sold.

Nicola Wealth Management first reported a position in EVA in Q1 2020 and held it in 13 quarters. The position peaked at $5.76M in Q2 2021. 161 funds tracked by Wall St. Rank hold EVA as of Q2 2023.

  • Nicola Wealth Management reported no remaining Enviva Inc. position as of Q2 2023 after selling out during the quarter.
  • Nicola Wealth Management sold 120,000 Enviva Inc. shares in Q2 2023, an estimated $3.47M.
  • Nicola Wealth Management first reported a position in Enviva Inc. in Q1 2020 and held it in 13 quarters.
  • Nicola Wealth Management's Enviva Inc. position peaked at $5.76M in Q2 2021.
  • 161 funds tracked by Wall St. Rank held Enviva Inc. as of Q2 2023.

Based on Nicola Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.