WWS
AEVA

Wellington Wealth Strategies’s Aeva Technologies AEVA Stock Holding History

Wellington Wealth Strategies’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
Q1 		– Sell
-3,310
Closed -$12.5K – 151
2023
Q4 		$12.5K Buy
+3,310
New +$10.6K 0.01% 93
2020
Q4 		$12.5K Buy
+3,310
New +$191K 0.01% 92

Other funds holding AEVA

SC
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
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Wellington Wealth Strategies's AEVA Position: Q1 2024 in Review

Wellington Wealth Strategies sold out of Aeva Technologies (AEVA) in Q1 2024, closing a stake of 3,310 shares — an estimated $12.5K sold.

Wellington Wealth Strategies first reported a position in AEVA in Q4 2020 and held it in 2 quarters. The position peaked at $12.5K in Q4 2023. 74 funds tracked by Wall St. Rank hold AEVA as of Q1 2024.

  • Wellington Wealth Strategies reported no remaining Aeva Technologies position as of Q1 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 3,310 Aeva Technologies shares in Q1 2024, an estimated $12.5K.
  • Wellington Wealth Strategies first reported a position in Aeva Technologies in Q4 2020 and held it in 2 quarters.
  • Wellington Wealth Strategies's Aeva Technologies position peaked at $12.5K in Q4 2023.
  • 74 funds tracked by Wall St. Rank held Aeva Technologies as of Q1 2024.

Based on Wellington Wealth Strategies's 13F filing for Q1 2024, filed 14 May 2024.