Bogart Wealth LLC’s Volta Inc. VLTA Stock Holding History

Bogart Wealth LLC’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
2022 Q4	–	Sell	-59	Closed	–	–	1232
2022 Q3	$0	Hold	59	–	–	﹤0.01%	1184
2022 Q2	$0	Buy	+59	New	+$132	﹤0.01%	1012

Other funds holding VLTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bogart Wealth LLC's VLTA Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Volta Inc. (VLTA) in Q4 2022, closing a stake of 59 shares.

Bogart Wealth LLC first reported a position in VLTA in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 115 funds tracked by Wall St. Rank hold VLTA as of Q4 2022.

Bogart Wealth LLC reported no remaining Volta Inc. position as of Q4 2022 after selling out during the quarter.
Bogart Wealth LLC sold 59 Volta Inc. shares in Q4 2022.
Bogart Wealth LLC first reported a position in Volta Inc. in Q2 2022 and held it in 2 quarters.
Bogart Wealth LLC's Volta Inc. position peaked at $0 in Q3 2022.
115 funds tracked by Wall St. Rank held Volta Inc. as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.