BCWM
VIA

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

Bartlett & Co 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
2020
Q2 		– Sell
-30
Closed -$953 – 897
2020
Q1 		$953 Buy
+30
New +$1.32K ﹤0.01% 804

Other funds holding VIA

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bartlett & Co Wealth Management's VIA Position: Q2 2020 in Review

Bartlett & Co Wealth Management sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q2 2020, closing a stake of 30 shares — an estimated $953 sold.

Bartlett & Co Wealth Management first reported a position in VIA in Q1 2020 and held it in 1 quarter. The position peaked at $953 in Q1 2020. 69 funds tracked by Wall St. Rank hold VIA as of Q2 2020.

  • Bartlett & Co Wealth Management reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q2 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 30 Via Renewables, Inc. Class A Common Stock shares in Q2 2020, an estimated $953.
  • Bartlett & Co Wealth Management first reported a position in Via Renewables, Inc. Class A Common Stock in Q1 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Via Renewables, Inc. Class A Common Stock position peaked at $953 in Q1 2020.
  • 69 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q2 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2020, filed 13 Feb 2024.