RWM
AEVA

Rockline Wealth Management’s Aeva Technologies AEVA Stock Holding History

Rockline Wealth Management’s Portfolio AEVA Stock Details AEVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,209
Closed -$8.37K – 94
2023
Q4 		$8.37K Buy
+2,209
New +$7.06K ﹤0.01% 88

Other funds holding AEVA

SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
CPX
Canaan Partners XI Menlo Park, California $76.1M AUM 638.59% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Rockline Wealth Management's AEVA Position: Q1 2024 in Review

Rockline Wealth Management sold out of Aeva Technologies (AEVA) in Q1 2024, closing a stake of 2,209 shares — an estimated $8.37K sold.

Rockline Wealth Management first reported a position in AEVA in Q4 2023 and held it in 1 quarter. The position peaked at $8.37K in Q4 2023. 74 funds tracked by Wall St. Rank hold AEVA as of Q1 2024.

  • Rockline Wealth Management reported no remaining Aeva Technologies position as of Q1 2024 after selling out during the quarter.
  • Rockline Wealth Management sold 2,209 Aeva Technologies shares in Q1 2024, an estimated $8.37K.
  • Rockline Wealth Management first reported a position in Aeva Technologies in Q4 2023 and held it in 1 quarter.
  • Rockline Wealth Management's Aeva Technologies position peaked at $8.37K in Q4 2023.
  • 74 funds tracked by Wall St. Rank held Aeva Technologies as of Q1 2024.

Based on Rockline Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.