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Wellspring Financial Advisors’s Eve Holding EVEX Stock Holding History

Wellspring Financial Advisors’s Portfolio EVEX Stock Details EVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-85,689
Closed -$620K – 122
2023
Q1 		$620K Buy
85,689
+60,526
+241% +$399K 0.18% 60
2022
Q4 		$181K Buy
+25,163
New +$219K 0.06% 107

Other funds holding EVEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wellspring Financial Advisors's EVEX Position: Q2 2023 in Review

Wellspring Financial Advisors sold out of Eve Holding (EVEX) in Q2 2023, closing a stake of 85,689 shares — an estimated $620K sold.

Wellspring Financial Advisors first reported a position in EVEX in Q4 2022 and held it in 2 quarters. The position peaked at $620K in Q1 2023. 35 funds tracked by Wall St. Rank hold EVEX as of Q2 2023.

  • Wellspring Financial Advisors reported no remaining Eve Holding position as of Q2 2023 after selling out during the quarter.
  • Wellspring Financial Advisors sold 85,689 Eve Holding shares in Q2 2023, an estimated $620K.
  • Wellspring Financial Advisors first reported a position in Eve Holding in Q4 2022 and held it in 2 quarters.
  • Wellspring Financial Advisors's Eve Holding position peaked at $620K in Q1 2023.
  • 35 funds tracked by Wall St. Rank held Eve Holding as of Q2 2023.

Based on Wellspring Financial Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.