CWA
VLTA

Clearview Wealth Advisors’s Volta Inc. VLTA Stock Holding History

Clearview Wealth 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
-400
Closed -$320 – 716
2022
Q4 		$142 Hold
400
– – ﹤0.01% 601
2022
Q3 		$0 Hold
400
– – ﹤0.01% 661
2022
Q2 		$1K Hold
400
– – ﹤0.01% 574
2022
Q1 		$1K Buy
400
+100
+33% +$481 ﹤0.01% 591
2021
Q4 		$2K Buy
+300
New +$2.64K ﹤0.01% 604

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

Clearview Wealth Advisors's VLTA Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 400 shares — an estimated $320 sold.

Clearview Wealth Advisors first reported a position in VLTA in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q4 2021. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

  • Clearview Wealth Advisors reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 400 Volta Inc. shares in Q1 2023, an estimated $320.
  • Clearview Wealth Advisors first reported a position in Volta Inc. in Q4 2021 and held it in 5 quarters.
  • Clearview Wealth Advisors's Volta Inc. position peaked at $2K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.