EWA
VLTA

EverSource Wealth Advisors’s Volta Inc. VLTA Stock Holding History

EverSource Wealth Advisors’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
-100
Closed -$80 – 2581
2022
Q4 		$36 Hold
100
– – ﹤0.01% 2289
2022
Q3 		$0 Buy
+100
New +$203 ﹤0.01% 2192

Other funds holding VLTA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
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

EverSource Wealth Advisors's VLTA Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 100 shares — an estimated $80 sold.

EverSource Wealth Advisors first reported a position in VLTA in Q3 2022 and held it in 2 quarters. The position peaked at $36 in Q4 2022. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 100 Volta Inc. shares in Q1 2023, an estimated $80.
  • EverSource Wealth Advisors first reported a position in Volta Inc. in Q3 2022 and held it in 2 quarters.
  • EverSource Wealth Advisors's Volta Inc. position peaked at $36 in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.