PWM
EVA

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

Perigon 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
Q3 		– Sell
-11,016
Closed -$120K – 827
2023
Q2 		$120K Buy
+11,016
New +$160K ﹤0.01% 748

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
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
KCP
Keyframe Capital Partners New York $229K AUM 22.82% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perigon Wealth Management's EVA Position: Q3 2023 in Review

Perigon Wealth Management sold out of Enviva Inc. (EVA) in Q3 2023, closing a stake of 11,016 shares — an estimated $120K sold.

Perigon Wealth Management first reported a position in EVA in Q2 2023 and held it in 1 quarter. The position peaked at $120K in Q2 2023. 145 funds tracked by Wall St. Rank hold EVA as of Q3 2023.

  • Perigon Wealth Management reported no remaining Enviva Inc. position as of Q3 2023 after selling out during the quarter.
  • Perigon Wealth Management sold 11,016 Enviva Inc. shares in Q3 2023, an estimated $120K.
  • Perigon Wealth Management first reported a position in Enviva Inc. in Q2 2023 and held it in 1 quarter.
  • Perigon Wealth Management's Enviva Inc. position peaked at $120K in Q2 2023.
  • 145 funds tracked by Wall St. Rank held Enviva Inc. as of Q3 2023.

Based on Perigon Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.