BWA
VLTA

BDO Wealth Advisors’s Volta Inc. VLTA Stock Holding History

BDO Wealth 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
2023
Q1 		– Sell
-2,200
Closed -$782 – 1104
2022
Q4 		$782 Hold
2,200
– – ﹤0.01% 918
2022
Q3 		$3K Hold
2,200
– – ﹤0.01% 907
2022
Q2 		$3K Buy
+2,200
New +$4.91K ﹤0.01% 878

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 $80.9B AUM 26.08% 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 $4.08B AUM 58.77% 1-Year Est. Return

BDO Wealth Advisors's VLTA Position: Q1 2023 in Review

BDO Wealth Advisors sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 2,200 shares — an estimated $782 sold.

BDO Wealth Advisors first reported a position in VLTA in Q2 2022 and held it in 3 quarters. The position peaked at $3K in Q3 2022. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

  • BDO Wealth Advisors reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 2,200 Volta Inc. shares in Q1 2023, an estimated $782.
  • BDO Wealth Advisors first reported a position in Volta Inc. in Q2 2022 and held it in 3 quarters.
  • BDO Wealth Advisors's Volta Inc. position peaked at $3K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.