SFS
EVA

Sowell Financial Services’s Enviva Inc. EVA Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-348
Closed -$18K – 2886
2021
Q1 		$18K Buy
348
+5
+1% +$247 ﹤0.01% 2104
2020
Q4 		$16K Buy
343
+6
+2% +$262 ﹤0.01% 1846
2020
Q3 		$14K Buy
337
+6
+2% +$236 ﹤0.01% 1712
2020
Q2 		$12K Buy
331
+256
+341% +$8.51K ﹤0.01% 1641
2020
Q1 		$2K Buy
+75
New +$2.61K ﹤0.01% 2143

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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return