BCA
VIA

Berman Capital Advisors’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Berman Capital Advisors’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
Q3 		– Sell
-22
Closed – – 1817
2020
Q2 		$0 Hold
22
– – ﹤0.01% 1873
2020
Q1 		$0 Hold
22
– – ﹤0.01% 1717
2019
Q4 		$1K Hold
22
– – ﹤0.01% 1415
2019
Q3 		$1K Hold
22
– – ﹤0.01% 1393
2019
Q2 		$1K Hold
22
– – ﹤0.01% 1410
2019
Q1 		$0 Buy
+22
New +$962 ﹤0.01% 1508

Other funds holding VIA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's VIA Position: Q3 2020 in Review

Berman Capital Advisors sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q3 2020, closing a stake of 22 shares.

Berman Capital Advisors first reported a position in VIA in Q1 2019 and held it in 6 quarters. The position peaked at $1K in Q4 2019. 67 funds tracked by Wall St. Rank hold VIA as of Q3 2020.

  • Berman Capital Advisors reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q3 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 22 Via Renewables, Inc. Class A Common Stock shares in Q3 2020.
  • Berman Capital Advisors first reported a position in Via Renewables, Inc. Class A Common Stock in Q1 2019 and held it in 6 quarters.
  • Berman Capital Advisors's Via Renewables, Inc. Class A Common Stock position peaked at $1K in Q4 2019.
  • 67 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.