HighTower Advisors’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

HighTower Advisors’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
2021 Q1	–	Sell	-2,924	Closed	-$139K	–	3298
2020 Q4	$139K	Buy	2,924 +2	+0.1%	+$92	﹤0.01%	2290
2020 Q3	$122K	Buy	2,922 +2	+0.1%	+$81	﹤0.01%	2206
2020 Q2	$103K	Buy	+2,920	New	+$105K	﹤0.01%	2118
2019 Q2	–	Sell	-2,966	Closed	-$132K	–	2539
2019 Q1	$132K	Buy	+2,966	New	+$130K	﹤0.01%	2033
2016 Q3	–	Sell	-16,104	Closed	-$1.33M	–	1969
2016 Q2	$1.33M	Buy	+16,104	New	+$1.13M	0.02%	759

Other funds holding VIA

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

BlackRock New York $5.72T AUM 30.48% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

HighTower Advisors's VIA Position: Q1 2021 in Review

HighTower Advisors sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q1 2021, closing a stake of 2,924 shares — an estimated $139K sold.

HighTower Advisors first reported a position in VIA in Q2 2016 and held it in 5 quarters. The position peaked at $1.33M in Q2 2016. 68 funds tracked by Wall St. Rank hold VIA as of Q1 2021.

HighTower Advisors reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
HighTower Advisors sold 2,924 Via Renewables, Inc. Class A Common Stock shares in Q1 2021, an estimated $139K.
HighTower Advisors first reported a position in Via Renewables, Inc. Class A Common Stock in Q2 2016 and held it in 5 quarters.
HighTower Advisors's Via Renewables, Inc. Class A Common Stock position peaked at $1.33M in Q2 2016.
68 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q1 2021.

Based on HighTower Advisors's 13F filing for Q1 2021, filed 10 May 2021.