APA
VLTA

American Portfolios Advisors’s Volta Inc. VLTA Stock Holding History

American Portfolios Advisors’s Portfolio VLTA Stock Details VLTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$424 Buy
350
+25
+8% +$51 ﹤0.01% 3400
2022
Q2 		$423 Hold
325
– – ﹤0.01% 3410
2022
Q1 		$991 Hold
325
– – ﹤0.01% 3374
2021
Q4 		$2.39K Buy
+325
New +$2.86K ﹤0.01% 3131

Other funds holding VLTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Portfolios Advisors's VLTA Position: Q3 2022 in Review

American Portfolios Advisors increased its Volta Inc. (VLTA) stake by 7.7% in Q3 2022, buying an estimated $51 and bringing the position to 350 shares worth $424. The position accounts for ﹤0.01% of the portfolio, ranked #3400.

American Portfolios Advisors first reported a position in VLTA in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.39K in Q4 2021. 126 funds tracked by Wall St. Rank hold VLTA as of Q3 2022.

  • American Portfolios Advisors held 350 shares of Volta Inc. worth $424 as of Q3 2022.
  • American Portfolios Advisors bought 25 Volta Inc. shares in Q3 2022, an estimated $51.
  • Volta Inc. made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3400 holding.
  • American Portfolios Advisors first reported a position in Volta Inc. in Q4 2021 and has held it in 4 quarters since.
  • American Portfolios Advisors's Volta Inc. position peaked at $2.39K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held Volta Inc. as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.