VWM
EVA

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

Venturi 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
Q2 		– Sell
-1,165
Closed -$513 – 1548
2024
Q1 		$513 Hold
1,165
– – ﹤0.01% 1361
2023
Q4 		$1.16K Sell
1,165
-701
-38% -$1.95K ﹤0.01% 1318
2023
Q3 		$13.9K Hold
1,866
– – ﹤0.01% 727
2023
Q2 		$20.3K Hold
1,866
– – ﹤0.01% 547
2023
Q1 		$53.9K Buy
+1,866
New +$76.1K ﹤0.01% 460

Other funds holding EVA

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
AL
AIP LLC New York $268M AUM 40.4% 1-Year Est. Return
KCP
Keyframe Capital Partners New York $229K AUM 22.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BPAMU
BTG Pactual Asset Management US New York $1.16B AUM 24.04% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return

Venturi Wealth Management's EVA Position: Q2 2024 in Review

Venturi Wealth Management sold out of Enviva Inc. (EVA) in Q2 2024, closing a stake of 1,165 shares — an estimated $513 sold.

Venturi Wealth Management first reported a position in EVA in Q1 2023 and held it in 5 quarters. The position peaked at $53.9K in Q1 2023. 87 funds tracked by Wall St. Rank hold EVA as of Q2 2024.

  • Venturi Wealth Management reported no remaining Enviva Inc. position as of Q2 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 1,165 Enviva Inc. shares in Q2 2024, an estimated $513.
  • Venturi Wealth Management first reported a position in Enviva Inc. in Q1 2023 and held it in 5 quarters.
  • Venturi Wealth Management's Enviva Inc. position peaked at $53.9K in Q1 2023.
  • 87 funds tracked by Wall St. Rank held Enviva Inc. as of Q2 2024.

Based on Venturi Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.