Sugarloaf Wealth Management’s Aeva Technologies AEVA Stock Holding History

Sugarloaf 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 Q4	$475	Hold	100	–	–	﹤0.01%	662
2024 Q3	$329	Hold	100	–	–	﹤0.01%	654
2024 Q2	$252	Hold	100	–	–	﹤0.01%	637
2024 Q1	$393	Hold	100	–	–	﹤0.01%	648
2023 Q4	$379	Hold	100	–	–	﹤0.01%	656
2023 Q3	$382	Hold	100	–	–	﹤0.01%	652
2023 Q2	$625	Hold	100	–	–	﹤0.01%	651
2023 Q1	$595	Hold	100	–	–	﹤0.01%	652
2022 Q4	$680	Hold	100	–	–	﹤0.01%	723
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	735
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	686
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	631
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	604
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	620
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	588
2021 Q1	$6	Buy	+100	New	+$7.78K	﹤0.01%	558

Other funds holding AEVA

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 Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sugarloaf Wealth Management's AEVA Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Aeva Technologies (AEVA) position steady in Q4 2024 at 100 shares worth $475. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Sugarloaf Wealth Management first reported a position in AEVA in Q1 2021 and has held it in 16 quarters since. The position peaked at $5K in Q2 2021. 90 funds tracked by Wall St. Rank hold AEVA as of Q4 2024.

Sugarloaf Wealth Management held 100 shares of Aeva Technologies worth $475 as of Q4 2024.
Sugarloaf Wealth Management left its Aeva Technologies share count unchanged in Q4 2024.
Aeva Technologies made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #662 holding.
Sugarloaf Wealth Management first reported a position in Aeva Technologies in Q1 2021 and has held it in 16 quarters since.
Sugarloaf Wealth Management's Aeva Technologies position peaked at $5K in Q2 2021.
90 funds tracked by Wall St. Rank held Aeva Technologies as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.