AWM
VLTA

Apollon Wealth Management’s Volta Inc. VLTA Stock Holding History

Apollon Wealth Management’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
2023
Q1 		– Sell
-11,635
Closed -$4.13K – 930
2022
Q4 		$4.13K Buy
11,635
+1,635
+16% +$1.24K ﹤0.01% 847
2022
Q3 		$12K Hold
10,000
– – ﹤0.01% 802
2022
Q2 		$13K Buy
+10,000
New +$22.3K ﹤0.01% 746

Other funds holding VLTA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Apollon Wealth Management's VLTA Position: Q1 2023 in Review

Apollon Wealth Management sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 11,635 shares — an estimated $4.13K sold.

Apollon Wealth Management first reported a position in VLTA in Q2 2022 and held it in 3 quarters. The position peaked at $13K in Q2 2022. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

  • Apollon Wealth Management reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 11,635 Volta Inc. shares in Q1 2023, an estimated $4.13K.
  • Apollon Wealth Management first reported a position in Volta Inc. in Q2 2022 and held it in 3 quarters.
  • Apollon Wealth Management's Volta Inc. position peaked at $13K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on Apollon Wealth Management's 13F filing for Q1 2023, filed 16 May 2023.