HighTower Advisors’s Volta Inc. VLTA Stock Holding History

HighTower 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	-47,382	Closed	-$16K	–	3739
2022 Q4	$16K	Buy	47,382 +33,242	+235%	+$25.2K	﹤0.01%	3147
2022 Q3	$17K	Buy	+14,140	New	+$28.7K	﹤0.01%	2984
2021 Q2	–	Sell	-17,000	Closed	-$186K	–	3456
2021 Q1	$186K	Buy	17,000 +7,000	+70%	+$86.2K	﹤0.01%	2631
2020 Q4	$107K	Buy	+10,000	New	+$105K	﹤0.01%	2337

Other funds holding VLTA

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

HighTower Advisors's VLTA Position: Q1 2023 in Review

HighTower Advisors sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 47,382 shares — an estimated $16K sold.

HighTower Advisors first reported a position in VLTA in Q4 2020 and held it in 4 quarters. The position peaked at $186K in Q1 2021. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

HighTower Advisors reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
HighTower Advisors sold 47,382 Volta Inc. shares in Q1 2023, an estimated $16K.
HighTower Advisors first reported a position in Volta Inc. in Q4 2020 and held it in 4 quarters.
HighTower Advisors's Volta Inc. position peaked at $186K in Q1 2021.
5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on HighTower Advisors's 13F filing for Q1 2023, filed 12 May 2023.