SWM
EVA

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

Spire 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
2024
Q4 		– Sell
-6,436
Closed -$2.58K – 2543
2024
Q3 		$2.58K Buy
6,436
+76
+1% +$33 ﹤0.01% 1951
2024
Q2 		$2.73K Sell
6,360
-1
-0% -$1 ﹤0.01% 1952
2024
Q1 		$2.8K Buy
6,361
+7
+0.1% +$4 ﹤0.01% 2033
2023
Q4 		$2.54K Buy
6,354
+5,354
+535% +$14.9K ﹤0.01% 2099
2023
Q3 		$7.47K Hold
1,000
– – ﹤0.01% 1821
2023
Q2 		$10.8K Buy
+1,000
New +$14.6K ﹤0.01% 1783
2023
Q1 		– Sell
-30
Closed -$2K – 2617
2022
Q4 		$2K Hold
30
– – ﹤0.01% 2123
2022
Q3 		$2K Sell
30
-517
-95% -$34.8K ﹤0.01% 2016
2022
Q2 		$31K Buy
+547
New +$41.2K ﹤0.01% 1494

Other funds holding EVA

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Spire Wealth Management's EVA Position: Q4 2024 in Review

Spire Wealth Management sold out of Enviva Inc. (EVA) in Q4 2024, closing a stake of 6,436 shares — an estimated $2.58K sold.

Spire Wealth Management first reported a position in EVA in Q2 2022 and held it in 9 quarters. The position peaked at $31K in Q2 2022. 1 fund tracked by Wall St. Rank holds EVA as of Q4 2024.

  • Spire Wealth Management reported no remaining Enviva Inc. position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 6,436 Enviva Inc. shares in Q4 2024, an estimated $2.58K.
  • Spire Wealth Management first reported a position in Enviva Inc. in Q2 2022 and held it in 9 quarters.
  • Spire Wealth Management's Enviva Inc. position peaked at $31K in Q2 2022.
  • 1 fund tracked by Wall St. Rank held Enviva Inc. as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.