Commonwealth Equity Services
VLTA

Commonwealth Equity Services’s Volta Inc. VLTA Stock Holding History

Commonwealth Equity Services’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
-20,618
Closed -$24K – 3838
2022
Q3 		$24K Buy
20,618
+1,537
+8% +$3.12K ﹤0.01% 3560
2022
Q2 		$24K Sell
19,081
-13,232
-41% -$29.5K ﹤0.01% 3558
2022
Q1 		$98K Buy
32,313
+12,735
+65% +$61.2K ﹤0.01% 3499
2021
Q4 		$143K Buy
19,578
+8,395
+75% +$73.8K ﹤0.01% 3382
2021
Q3 		$96K Buy
+11,183
New +$115K ﹤0.01% 3430

Other funds holding VLTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Commonwealth Equity Services's VLTA Position: Q4 2022 in Review

Commonwealth Equity Services sold out of Volta Inc. (VLTA) in Q4 2022, closing a stake of 20,618 shares — an estimated $24K sold.

Commonwealth Equity Services first reported a position in VLTA in Q3 2021 and held it in 5 quarters. The position peaked at $143K in Q4 2021. 115 funds tracked by Wall St. Rank hold VLTA as of Q4 2022.

  • Commonwealth Equity Services reported no remaining Volta Inc. position as of Q4 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 20,618 Volta Inc. shares in Q4 2022, an estimated $24K.
  • Commonwealth Equity Services first reported a position in Volta Inc. in Q3 2021 and held it in 5 quarters.
  • Commonwealth Equity Services's Volta Inc. position peaked at $143K in Q4 2021.
  • 115 funds tracked by Wall St. Rank held Volta Inc. as of Q4 2022.

Based on Commonwealth Equity Services's 13F filing for Q4 2022, filed 7 Feb 2023.