U.S. Capital Wealth Advisors’s Enviva Inc. EVA Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q4	–	Sell	-53,366	Closed	-$399K	–	702
2023 Q3	$399K	Sell	53,366 -15,000	-22%	-$156K	0.02%	467
2023 Q2	$742K	Sell	68,366 -10,129	-13%	-$147K	0.04%	375
2023 Q1	$2.27M	Buy	78,495 +2,043	+3%	+$83.4K	0.1%	184
2022 Q4	$4.05M	Sell	76,452 -86	-0.1%	-$4.92K	0.19%	120
2022 Q3	$4.6M	Sell	76,538 -519	-0.7%	-$34.9K	0.23%	94
2022 Q2	$4.41M	Buy	77,057 +1,468	+2%	+$111K	0.19%	110
2022 Q1	$5.98M	Buy	75,589 +3,789	+5%	+$277K	0.22%	98
2021 Q4	$5.06M	Sell	71,800 -195	-0.3%	-$13K	0.2%	112
2021 Q3	$3.89M	Buy	+71,995	New	+$3.87M	0.17%	137

Other funds holding EVA

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

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

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

AFA

Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return

KCP

Keyframe Capital Partners New York $229K AUM 22.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

U.S. Capital Wealth Advisors's EVA Position: Q4 2023 in Review

U.S. Capital Wealth Advisors sold out of Enviva Inc. (EVA) in Q4 2023, closing a stake of 53,366 shares — an estimated $399K sold.

U.S. Capital Wealth Advisors first reported a position in EVA in Q3 2021 and held it in 9 quarters. The position peaked at $5.98M in Q1 2022. 117 funds tracked by Wall St. Rank hold EVA as of Q4 2023.

U.S. Capital Wealth Advisors reported no remaining Enviva Inc. position as of Q4 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 53,366 Enviva Inc. shares in Q4 2023, an estimated $399K.
U.S. Capital Wealth Advisors first reported a position in Enviva Inc. in Q3 2021 and held it in 9 quarters.
U.S. Capital Wealth Advisors's Enviva Inc. position peaked at $5.98M in Q1 2022.
117 funds tracked by Wall St. Rank held Enviva Inc. as of Q4 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.