CIBC Private Wealth Group’s Volta Inc. VLTA Stock Holding History

CIBC Private Wealth Group’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	-12,600	Closed	-$4	–	950
2022 Q4	$4	Buy	12,600 +1,275	+11%	+$968	﹤0.01%	857
2022 Q3	$14K	Buy	+11,325	New	+$23K	﹤0.01%	902
2021 Q4	–	Sell	-500,000	Closed	-$4.33M	–	1061
2021 Q3	$4.33M	Hold	500,000	–	–	0.01%	408
2021 Q2	$5.01M	Hold	500,000	–	–	0.01%	402
2021 Q1	$5.47M	Sell	500,000 -500,000	-50%	-$6.16M	0.01%	389
2020 Q4	$10.7M	Buy	+1,000,000	New	+$10.5M	0.03%	323

Other funds holding VLTA

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

CIBC Private Wealth Group's VLTA Position: Q1 2023 in Review

CIBC Private Wealth Group sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 12,600 shares — an estimated $4 sold.

CIBC Private Wealth Group first reported a position in VLTA in Q4 2020 and held it in 6 quarters. The position peaked at $10.7M in Q4 2020. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

CIBC Private Wealth Group reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
CIBC Private Wealth Group sold 12,600 Volta Inc. shares in Q1 2023, an estimated $4.
CIBC Private Wealth Group first reported a position in Volta Inc. in Q4 2020 and held it in 6 quarters.
CIBC Private Wealth Group's Volta Inc. position peaked at $10.7M in Q4 2020.
5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on CIBC Private Wealth Group's 13F filing for Q1 2023, filed 12 May 2023.