PFO
EVA

Pathstone Family Office’s Enviva Inc. EVA Stock Holding History

Pathstone Family Office’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
-10,698
Closed -$309K – 1332
2023
Q1 		$309K Sell
10,698
-14,476
-58% -$591K 0.01% 900
2022
Q4 		$1.33M Hold
25,174
– – 0.01% 658
2022
Q3 		$1.51M Buy
+25,174
New +$1.69M 0.01% 545

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

Pathstone Family Office's EVA Position: Q2 2023 in Review

Pathstone Family Office sold out of Enviva Inc. (EVA) in Q2 2023, closing a stake of 10,698 shares — an estimated $309K sold.

Pathstone Family Office first reported a position in EVA in Q3 2022 and held it in 3 quarters. The position peaked at $1.51M in Q3 2022. 161 funds tracked by Wall St. Rank hold EVA as of Q2 2023.

  • Pathstone Family Office reported no remaining Enviva Inc. position as of Q2 2023 after selling out during the quarter.
  • Pathstone Family Office sold 10,698 Enviva Inc. shares in Q2 2023, an estimated $309K.
  • Pathstone Family Office first reported a position in Enviva Inc. in Q3 2022 and held it in 3 quarters.
  • Pathstone Family Office's Enviva Inc. position peaked at $1.51M in Q3 2022.
  • 161 funds tracked by Wall St. Rank held Enviva Inc. as of Q2 2023.

Based on Pathstone Family Office's 13F filing for Q2 2023, filed 14 Aug 2023.