EWP
VIA

Elevation Wealth Partners’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Elevation Wealth Partners’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
2024
Q1 		– Sell
-373
Closed -$2.74K – 513
2023
Q4 		$2.74K Hold
373
– – ﹤0.01% 390
2023
Q3 		$2.74K Hold
373
– – ﹤0.01% 290
2023
Q2 		$2.6K Hold
373
– – ﹤0.01% 297
2023
Q1 		$6.86K Buy
+373
New +$10.5K 0.01% 276

Other funds holding VIA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Elevation Wealth Partners's VIA Position: Q1 2024 in Review

Elevation Wealth Partners sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q1 2024, closing a stake of 373 shares — an estimated $2.74K sold.

Elevation Wealth Partners first reported a position in VIA in Q1 2023 and held it in 4 quarters. The position peaked at $6.86K in Q1 2023. 33 funds tracked by Wall St. Rank hold VIA as of Q1 2024.

  • Elevation Wealth Partners reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 373 Via Renewables, Inc. Class A Common Stock shares in Q1 2024, an estimated $2.74K.
  • Elevation Wealth Partners first reported a position in Via Renewables, Inc. Class A Common Stock in Q1 2023 and held it in 4 quarters.
  • Elevation Wealth Partners's Via Renewables, Inc. Class A Common Stock position peaked at $6.86K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q1 2024.

Based on Elevation Wealth Partners's 13F filing for Q1 2024, filed 19 Apr 2024.