FWP
VIA

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

Firethorn 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
2023
Q1 		– Sell
-3,525
Closed -$90.1K – 146
2022
Q4 		$90.1K Hold
3,525
– – 0.08% 127
2022
Q3 		$122K Hold
3,525
– – 0.11% 116
2022
Q2 		$145K Hold
3,525
– – 0.12% 122
2022
Q1 		$145K Buy
+3,525
New +$187K 0.11% 129

Other funds holding VIA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Firethorn Wealth Partners's VIA Position: Q1 2023 in Review

Firethorn Wealth Partners sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q1 2023, closing a stake of 3,525 shares — an estimated $90.1K sold.

Firethorn Wealth Partners first reported a position in VIA in Q1 2022 and held it in 4 quarters. The position peaked at $145K in Q2 2022. 45 funds tracked by Wall St. Rank hold VIA as of Q1 2023.

  • Firethorn Wealth Partners reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • Firethorn Wealth Partners sold 3,525 Via Renewables, Inc. Class A Common Stock shares in Q1 2023, an estimated $90.1K.
  • Firethorn Wealth Partners first reported a position in Via Renewables, Inc. Class A Common Stock in Q1 2022 and held it in 4 quarters.
  • Firethorn Wealth Partners's Via Renewables, Inc. Class A Common Stock position peaked at $145K in Q2 2022.
  • 45 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q1 2023.

Based on Firethorn Wealth Partners's 13F filing for Q1 2023, filed 2 May 2023.