CA
VLTA

Clearstead Advisors’s Volta Inc. VLTA Stock Holding History

Clearstead 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
2023
Q1 		– Sell
-250
Closed -$89 – 1451
2022
Q4 		$89 Hold
250
– – ﹤0.01% 1291
2022
Q3 		$0 Hold
250
– – ﹤0.01% 1398
2022
Q2 		$0 Buy
+250
New +$558 ﹤0.01% 1495

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

Clearstead Advisors's VLTA Position: Q1 2023 in Review

Clearstead Advisors sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 250 shares — an estimated $89 sold.

Clearstead Advisors first reported a position in VLTA in Q2 2022 and held it in 3 quarters. The position peaked at $89 in Q4 2022. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

  • Clearstead Advisors reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
  • Clearstead Advisors sold 250 Volta Inc. shares in Q1 2023, an estimated $89.
  • Clearstead Advisors first reported a position in Volta Inc. in Q2 2022 and held it in 3 quarters.
  • Clearstead Advisors's Volta Inc. position peaked at $89 in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on Clearstead Advisors's 13F filing for Q1 2023, filed 9 May 2023.