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 – 2880
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

RH
Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's EVA Position: Q2 2021 in Review

Sowell Financial Services sold out of Enviva Inc. (EVA) in Q2 2021, closing a stake of 348 shares — an estimated $18K sold.

Sowell Financial Services first reported a position in EVA in Q1 2020 and held it in 5 quarters. The position peaked at $18K in Q1 2021. 127 funds tracked by Wall St. Rank hold EVA as of Q2 2021.

  • Sowell Financial Services reported no remaining Enviva Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 348 Enviva Inc. shares in Q2 2021, an estimated $18K.
  • Sowell Financial Services first reported a position in Enviva Inc. in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Enviva Inc. position peaked at $18K in Q1 2021.
  • 127 funds tracked by Wall St. Rank held Enviva Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.