CAPTRUST Financial Advisors
VLTA

CAPTRUST Financial Advisors’s Volta Inc. VLTA Stock Holding History

CAPTRUST Financial Advisors’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
-10,480
Closed -$13K – 2250
2022
Q3 		$13K Hold
10,480
– – ﹤0.01% 2026
2022
Q2 		$14K Buy
+10,480
New +$23.4K ﹤0.01% 3583

Other funds holding VLTA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
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

CAPTRUST Financial Advisors's VLTA Position: Q4 2022 in Review

CAPTRUST Financial Advisors sold out of Volta Inc. (VLTA) in Q4 2022, closing a stake of 10,480 shares — an estimated $13K sold.

CAPTRUST Financial Advisors first reported a position in VLTA in Q2 2022 and held it in 2 quarters. The position peaked at $14K in Q2 2022. 115 funds tracked by Wall St. Rank hold VLTA as of Q4 2022.

  • CAPTRUST Financial Advisors reported no remaining Volta Inc. position as of Q4 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 10,480 Volta Inc. shares in Q4 2022, an estimated $13K.
  • CAPTRUST Financial Advisors first reported a position in Volta Inc. in Q2 2022 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Volta Inc. position peaked at $14K in Q2 2022.
  • 115 funds tracked by Wall St. Rank held Volta Inc. as of Q4 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.