CAL
VLTA

Capital Advisors Ltd’s Volta Inc. VLTA Stock Holding History

Capital Advisors Ltd’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
-6,344
Closed -$2K – 1650
2022
Q4 		$2K Buy
+6,344
New +$4.82K ﹤0.01% 922

Other funds holding VLTA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
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

Capital Advisors Ltd's VLTA Position: Q1 2023 in Review

Capital Advisors Ltd sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 6,344 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in VLTA in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

  • Capital Advisors Ltd reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 6,344 Volta Inc. shares in Q1 2023, an estimated $2K.
  • Capital Advisors Ltd first reported a position in Volta Inc. in Q4 2022 and held it in 1 quarter.
  • Capital Advisors Ltd's Volta Inc. position peaked at $2K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on Capital Advisors Ltd's 13F filing for Q1 2023, filed 3 May 2023.