SWA
EVA

SOA Wealth Advisors’s Enviva Inc. EVA Stock Holding History

SOA Wealth 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
2021
Q4 		– Sell
-15,585
Closed -$842K – 1005
2021
Q3 		$842K Buy
15,585
+3,504
+29% +$188K 0.22% 71
2021
Q2 		$633K Buy
12,081
+11,824
+4,601% +$583K 0.16% 86
2021
Q1 		$12K Buy
+257
New +$12.7K ﹤0.01% 491

Other funds holding EVA

ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

SOA Wealth Advisors's EVA Position: Q4 2021 in Review

SOA Wealth Advisors sold out of Enviva Inc. (EVA) in Q4 2021, closing a stake of 15,585 shares — an estimated $842K sold.

SOA Wealth Advisors first reported a position in EVA in Q1 2021 and held it in 3 quarters. The position peaked at $842K in Q3 2021. 105 funds tracked by Wall St. Rank hold EVA as of Q4 2021.

  • SOA Wealth Advisors reported no remaining Enviva Inc. position as of Q4 2021 after selling out during the quarter.
  • SOA Wealth Advisors sold 15,585 Enviva Inc. shares in Q4 2021, an estimated $842K.
  • SOA Wealth Advisors first reported a position in Enviva Inc. in Q1 2021 and held it in 3 quarters.
  • SOA Wealth Advisors's Enviva Inc. position peaked at $842K in Q3 2021.
  • 105 funds tracked by Wall St. Rank held Enviva Inc. as of Q4 2021.

Based on SOA Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.