Benjamin F. Edwards & Company’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Benjamin F. Edwards & Company’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 Q1	–	Sell	-100	Closed	-$5K	–	1914
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	1639
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	1593
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	1581
2019 Q1	$4K	Sell	100 -70	-41%	-$3.06K	﹤0.01%	1546
2018 Q4	$6K	Hold	170	–	–	﹤0.01%	1427
2018 Q3	$7K	Sell	170 -640	-79%	-$28.2K	﹤0.01%	1367
2018 Q2	$39K	Buy	+810	New	+$43.7K	﹤0.01%	916

Other funds holding VIA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Benjamin F. Edwards & Company's VIA Position: Q1 2020 in Review

Benjamin F. Edwards & Company sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q1 2020, closing a stake of 100 shares — an estimated $5K sold.

Benjamin F. Edwards & Company first reported a position in VIA in Q2 2018 and held it in 7 quarters. The position peaked at $39K in Q2 2018. 72 funds tracked by Wall St. Rank hold VIA as of Q1 2020.

Benjamin F. Edwards & Company reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q1 2020 after selling out during the quarter.
Benjamin F. Edwards & Company sold 100 Via Renewables, Inc. Class A Common Stock shares in Q1 2020, an estimated $5K.
Benjamin F. Edwards & Company first reported a position in Via Renewables, Inc. Class A Common Stock in Q2 2018 and held it in 7 quarters.
Benjamin F. Edwards & Company's Via Renewables, Inc. Class A Common Stock position peaked at $39K in Q2 2018.
72 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q1 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2020, filed 7 May 2020.