BF
VIA

BOK Financial’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

BOK Financial’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
2022
Q4 		– Sell
-2,181
Closed -$75K – 951
2022
Q3 		$75K Sell
2,181
-1,257
-37% -$49.6K ﹤0.01% 874
2022
Q2 		$132K Buy
3,438
+717
+26% +$28.2K ﹤0.01% 884
2022
Q1 		$112K Sell
2,721
-250
-8% -$13.3K ﹤0.01% 957
2021
Q4 		$170K Sell
2,971
-185
-6% -$10.4K ﹤0.01% 948
2021
Q3 		$161K Buy
+3,156
New +$175K ﹤0.01% 927

Other funds holding VIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

BOK Financial's VIA Position: Q4 2022 in Review

BOK Financial sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q4 2022, closing a stake of 2,181 shares — an estimated $75K sold.

BOK Financial first reported a position in VIA in Q3 2021 and held it in 5 quarters. The position peaked at $170K in Q4 2021. 70 funds tracked by Wall St. Rank hold VIA as of Q4 2022.

  • BOK Financial reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • BOK Financial sold 2,181 Via Renewables, Inc. Class A Common Stock shares in Q4 2022, an estimated $75K.
  • BOK Financial first reported a position in Via Renewables, Inc. Class A Common Stock in Q3 2021 and held it in 5 quarters.
  • BOK Financial's Via Renewables, Inc. Class A Common Stock position peaked at $170K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q4 2022.

Based on BOK Financial's 13F filing for Q4 2022, filed 13 Feb 2023.