Valeo Financial Advisors’s Enviva Inc. EVA Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-134	Closed	-$6K	–	1923
2021 Q1	$6K	Hold	134	–	–	﹤0.01%	1531
2020 Q4	$6K	Buy	+134	New	+$5.85K	﹤0.01%	1348
2020 Q3	–	Sell	-130	Closed	-$5K	–	2204
2020 Q2	$5K	Buy	130 +2	+2%	+$66	﹤0.01%	1554
2020 Q1	$4K	Buy	128 +3	+2%	+$104	﹤0.01%	1383
2019 Q4	$5K	Buy	125 +2	+2%	+$68	﹤0.01%	1308
2019 Q3	$4K	Buy	+123	New	+$3.79K	﹤0.01%	1281

Other funds holding EVA

ICP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Valeo Financial Advisors's EVA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Enviva Inc. (EVA) in Q2 2021, closing a stake of 134 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in EVA in Q3 2019 and held it in 6 quarters. The position peaked at $6K in Q1 2021. 126 funds tracked by Wall St. Rank hold EVA as of Q2 2021.

Valeo Financial Advisors reported no remaining Enviva Inc. position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 134 Enviva Inc. shares in Q2 2021, an estimated $6K.
Valeo Financial Advisors first reported a position in Enviva Inc. in Q3 2019 and held it in 6 quarters.
Valeo Financial Advisors's Enviva Inc. position peaked at $6K in Q1 2021.
126 funds tracked by Wall St. Rank held Enviva Inc. as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.