Bank of Montreal
VLTA

Bank of Montreal’s Volta Inc. VLTA Stock Holding History

Bank of Montreal’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
-32,922
Closed -$11.9K – 4405
2022
Q4 		$11.9K Buy
+32,922
New +$25K ﹤0.01% 3757
2022
Q1 		– Sell
-34,400
Closed -$249K – 4352
2021
Q4 		$249K Buy
+34,400
New +$303K ﹤0.01% 2846
2021
Q2 		– Sell
-500
Closed -$5K – 5274
2021
Q1 		$5K Buy
+500
New +$6.16K ﹤0.01% 4681

Other funds holding VLTA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $722M AUM 30.45% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Bank of Montreal's VLTA Position: Q1 2023 in Review

Bank of Montreal sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 32,922 shares — an estimated $11.9K sold.

Bank of Montreal first reported a position in VLTA in Q1 2021 and held it in 3 quarters. The position peaked at $249K in Q4 2021. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

  • Bank of Montreal reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 32,922 Volta Inc. shares in Q1 2023, an estimated $11.9K.
  • Bank of Montreal first reported a position in Volta Inc. in Q1 2021 and held it in 3 quarters.
  • Bank of Montreal's Volta Inc. position peaked at $249K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.