Creative Planning’s Volta Inc. VLTA Stock Holding History

Creative Planning’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	-23,820	Closed	-$8.47K	–	2811
2022 Q4	$8.47K	Sell	23,820 -4,500	-16%	-$3.42K	﹤0.01%	2368
2022 Q3	$34K	Buy	28,320 +7,850	+38%	+$15.9K	﹤0.01%	2148
2022 Q2	$27K	Buy	20,470 +1,125	+6%	+$2.51K	﹤0.01%	2108
2022 Q1	$59K	Buy	+19,345	New	+$93K	﹤0.01%	2043
2021 Q2	–	Sell	-10,709	Closed	-$117K	–	2693
2021 Q1	$117K	Buy	+10,709	New	+$132K	﹤0.01%	2223

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 Planning's VLTA Position: Q1 2023 in Review

Creative Planning sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 23,820 shares — an estimated $8.47K sold.

Creative Planning first reported a position in VLTA in Q1 2021 and held it in 5 quarters. The position peaked at $117K in Q1 2021. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

Creative Planning reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 23,820 Volta Inc. shares in Q1 2023, an estimated $8.47K.
Creative Planning first reported a position in Volta Inc. in Q1 2021 and held it in 5 quarters.
Creative Planning's Volta Inc. position peaked at $117K in Q1 2021.
5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.