OFA
EVA

Oak Family Advisors’s Enviva Inc. EVA Stock Holding History

Oak Family Advisors’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
2022
Q2 		– Sell
-31,981
Closed -$2.53M – 149
2022
Q1 		$2.53M Hold
31,981
– – 0.99% 26
2021
Q4 		$2.25M Buy
+31,981
New +$2.14M 0.84% 29

Other funds holding EVA

ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Oak Family Advisors's EVA Position: Q2 2022 in Review

Oak Family Advisors sold out of Enviva Inc. (EVA) in Q2 2022, closing a stake of 31,981 shares — an estimated $2.53M sold.

Oak Family Advisors first reported a position in EVA in Q4 2021 and held it in 2 quarters. The position peaked at $2.53M in Q1 2022. 175 funds tracked by Wall St. Rank hold EVA as of Q2 2022.

  • Oak Family Advisors reported no remaining Enviva Inc. position as of Q2 2022 after selling out during the quarter.
  • Oak Family Advisors sold 31,981 Enviva Inc. shares in Q2 2022, an estimated $2.53M.
  • Oak Family Advisors first reported a position in Enviva Inc. in Q4 2021 and held it in 2 quarters.
  • Oak Family Advisors's Enviva Inc. position peaked at $2.53M in Q1 2022.
  • 175 funds tracked by Wall St. Rank held Enviva Inc. as of Q2 2022.

Based on Oak Family Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.