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

Sugarloaf 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	-1,000	Closed	-$405	–	721
2024 Q3	$405	Sell	1,000 -3,000	-75%	-$1.31K	﹤0.01%	649
2024 Q2	$1.72K	Hold	4,000	–	–	﹤0.01%	595
2024 Q1	$1.76K	Hold	4,000	–	–	﹤0.01%	598
2023 Q4	$3.98K	Buy	+4,000	New	+$11.1K	﹤0.01%	559

Other funds holding EVA

HNB

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

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

Sugarloaf Wealth Management sold out of Enviva Inc. (EVA) in Q4 2024, closing a stake of 1,000 shares — an estimated $405 sold.

Sugarloaf Wealth Management first reported a position in EVA in Q4 2023 and held it in 4 quarters. The position peaked at $3.98K in Q4 2023. 1 fund tracked by Wall St. Rank holds EVA as of Q4 2024.

Sugarloaf Wealth Management reported no remaining Enviva Inc. position as of Q4 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 1,000 Enviva Inc. shares in Q4 2024, an estimated $405.
Sugarloaf Wealth Management first reported a position in Enviva Inc. in Q4 2023 and held it in 4 quarters.
Sugarloaf Wealth Management's Enviva Inc. position peaked at $3.98K in Q4 2023.
1 fund tracked by Wall St. Rank held Enviva Inc. as of Q4 2024.

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