AWM
VIA

AE Wealth Management’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

AE Wealth Management’s Portfolio VIA Stock Details VIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-19,919
Closed -$146K – 2210
2023
Q3 		$146K Buy
+19,919
New +$164K ﹤0.01% 1812

Other funds holding VIA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

AE Wealth Management's VIA Position: Q4 2023 in Review

AE Wealth Management sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q4 2023, closing a stake of 19,919 shares — an estimated $146K sold.

AE Wealth Management first reported a position in VIA in Q3 2023 and held it in 1 quarter. The position peaked at $146K in Q3 2023. 30 funds tracked by Wall St. Rank hold VIA as of Q4 2023.

  • AE Wealth Management reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 19,919 Via Renewables, Inc. Class A Common Stock shares in Q4 2023, an estimated $146K.
  • AE Wealth Management first reported a position in Via Renewables, Inc. Class A Common Stock in Q3 2023 and held it in 1 quarter.
  • AE Wealth Management's Via Renewables, Inc. Class A Common Stock position peaked at $146K in Q3 2023.
  • 30 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.