Creative Financial Designs’s Volta Inc. VLTA Stock Holding History

Creative Financial Designs’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	-1,000	Closed	-$801	–	1446
2022 Q4	$355	Hold	1,000	–	–	﹤0.01%	1251
2022 Q3	$1K	Hold	1,000	–	–	﹤0.01%	1269
2022 Q2	$1K	Hold	1,000	–	–	﹤0.01%	1225
2022 Q1	$3K	Hold	1,000	–	–	﹤0.01%	1148
2021 Q4	$7K	Buy	+1,000	New	+$8.79K	﹤0.01%	976

Other funds holding VLTA

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Creative Financial Designs's VLTA Position: Q1 2023 in Review

Creative Financial Designs sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 1,000 shares — an estimated $801 sold.

Creative Financial Designs first reported a position in VLTA in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

Creative Financial Designs reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
Creative Financial Designs sold 1,000 Volta Inc. shares in Q1 2023, an estimated $801.
Creative Financial Designs first reported a position in Volta Inc. in Q4 2021 and held it in 5 quarters.
Creative Financial Designs's Volta Inc. position peaked at $7K in Q4 2021.
5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on Creative Financial Designs's 13F filing for Q1 2023, filed 25 Apr 2023.