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

BerganKDV 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	-100	Closed	-$36	–	1130
2022 Q4	$36	Hold	100	–	–	﹤0.01%	1029
2022 Q3	$0	Hold	100	–	–	﹤0.01%	1096
2022 Q2	$0	Buy	+100	New	+$223	﹤0.01%	1094
2022 Q1	–	Sell	-100	Closed	-$1K	–	1128
2021 Q4	$1K	Hold	100	–	–	﹤0.01%	1042
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	1023
2021 Q2	$1K	Hold	100	–	–	﹤0.01%	968
2021 Q1	$1K	Buy	+100	New	+$1.23K	﹤0.01%	917

Other funds holding VLTA

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

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

BerganKDV Wealth Management sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 100 shares — an estimated $36 sold.

BerganKDV Wealth Management first reported a position in VLTA in Q1 2021 and held it in 7 quarters. The position peaked at $1K in Q4 2021. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

BerganKDV Wealth Management reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 100 Volta Inc. shares in Q1 2023, an estimated $36.
BerganKDV Wealth Management first reported a position in Volta Inc. in Q1 2021 and held it in 7 quarters.
BerganKDV Wealth Management's Volta Inc. position peaked at $1K in Q4 2021.
5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.