Credit Suisse’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Credit Suisse’s Portfolio VIA Stock Details VIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-14	Closed	–	–	4170
2022 Q3	$0	Buy	14 +11	+367%	+$434	﹤0.01%	4393
2022 Q2	$0	Buy	+3	New	+$118	﹤0.01%	4442
2018 Q3	–	Sell	-7,146	Closed	-$348K	–	4047
2018 Q2	$348K	Sell	7,146 -59	-0.8%	-$3.18K	﹤0.01%	3575
2018 Q1	$427K	Sell	7,205 -1,234	-15%	-$65.8K	﹤0.01%	3436
2017 Q4	$523K	Buy	8,439 +3,367	+66%	+$221K	﹤0.01%	3417
2017 Q3	$380K	Buy	+5,072	New	+$454K	﹤0.01%	3628
2017 Q1	–	Sell	-6,998	Closed	-$530K	–	4128
2016 Q4	$530K	Sell	6,998 -5,251	-43%	-$351K	﹤0.01%	3413
2016 Q3	$892K	Sell	12,249 -7,073	-37%	-$493K	﹤0.01%	3049
2016 Q2	$1.6M	Buy	+19,322	New	+$1.36M	﹤0.01%	2520

Other funds holding VIA

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Credit Suisse's VIA Position: Q4 2022 in Review

Credit Suisse sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q4 2022, closing a stake of 14 shares.

Credit Suisse first reported a position in VIA in Q2 2016 and held it in 9 quarters. The position peaked at $1.6M in Q2 2016. 70 funds tracked by Wall St. Rank hold VIA as of Q4 2022.

Credit Suisse reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Credit Suisse sold 14 Via Renewables, Inc. Class A Common Stock shares in Q4 2022.
Credit Suisse first reported a position in Via Renewables, Inc. Class A Common Stock in Q2 2016 and held it in 9 quarters.
Credit Suisse's Via Renewables, Inc. Class A Common Stock position peaked at $1.6M in Q2 2016.
70 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q4 2022.

Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.