DWA
VIA

Dorsey Wright & Associates’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Dorsey Wright & Associates’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
2020
Q1 		– Sell
-205
Closed -$9K – 359
2019
Q4 		$9K Hold
205
– – ﹤0.01% 264
2019
Q3 		$11K Buy
+205
New +$10.8K ﹤0.01% 233

Other funds holding VIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dorsey Wright & Associates's VIA Position: Q1 2020 in Review

Dorsey Wright & Associates sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q1 2020, closing a stake of 205 shares — an estimated $9K sold.

Dorsey Wright & Associates first reported a position in VIA in Q3 2019 and held it in 2 quarters. The position peaked at $11K in Q3 2019. 72 funds tracked by Wall St. Rank hold VIA as of Q1 2020.

  • Dorsey Wright & Associates reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q1 2020 after selling out during the quarter.
  • Dorsey Wright & Associates sold 205 Via Renewables, Inc. Class A Common Stock shares in Q1 2020, an estimated $9K.
  • Dorsey Wright & Associates first reported a position in Via Renewables, Inc. Class A Common Stock in Q3 2019 and held it in 2 quarters.
  • Dorsey Wright & Associates's Via Renewables, Inc. Class A Common Stock position peaked at $11K in Q3 2019.
  • 72 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q1 2020.

Based on Dorsey Wright & Associates's 13F filing for Q1 2020, filed 20 Apr 2020.