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

OneAscent 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
2024 Q4	–	Sell	-14,888	Closed	-$6K	–	196
2024 Q3	$6K	Hold	14,888	–	–	﹤0.01%	178
2024 Q2	$6K	Hold	14,888	–	–	﹤0.01%	97
2024 Q1	$7K	Buy	+14,888	New	+$7.81K	﹤0.01%	171

Other funds holding EVA

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

OneAscent Wealth Management's EVA Position: Q4 2024 in Review

OneAscent Wealth Management sold out of Enviva Inc. (EVA) in Q4 2024, closing a stake of 14,888 shares — an estimated $6K sold.

OneAscent Wealth Management first reported a position in EVA in Q1 2024 and held it in 3 quarters. The position peaked at $7K in Q1 2024. 1 fund tracked by Wall St. Rank holds EVA as of Q4 2024.

OneAscent Wealth Management reported no remaining Enviva Inc. position as of Q4 2024 after selling out during the quarter.
OneAscent Wealth Management sold 14,888 Enviva Inc. shares in Q4 2024, an estimated $6K.
OneAscent Wealth Management first reported a position in Enviva Inc. in Q1 2024 and held it in 3 quarters.
OneAscent Wealth Management's Enviva Inc. position peaked at $7K in Q1 2024.
1 fund tracked by Wall St. Rank held Enviva Inc. as of Q4 2024.

Based on OneAscent Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.