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

IFP 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
2023 Q3	–	Sell	-10	Closed	-$70	–	3597
2023 Q2	$70	Buy	+10	New	+$119	﹤0.01%	3369
2019 Q4	–	Sell	-40	Closed	-$2K	–	3171
2019 Q3	$2K	Buy	+40	New	+$2.11K	﹤0.01%	2748
2019 Q1	$2K	Buy	+40	New	+$1.75K	﹤0.01%	2136
2018 Q4	–	Sell	-164	Closed	-$7K	–	3921
2018 Q3	$7K	Sell	164 -86	-34%	-$3.79K	﹤0.01%	3081
2018 Q2	$12K	Buy	+250	New	+$13.5K	﹤0.01%	2801
2016 Q2	–	Sell	-80	Closed	-$2K	–	4116
2016 Q1	$2K	Buy	+80	New	+$4.68K	﹤0.01%	2129

Other funds holding VIA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

IFP Advisors's VIA Position: Q3 2023 in Review

IFP Advisors sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q3 2023, closing a stake of 10 shares — an estimated $70 sold.

IFP Advisors first reported a position in VIA in Q1 2016 and held it in 6 quarters. The position peaked at $12K in Q2 2018. 35 funds tracked by Wall St. Rank hold VIA as of Q3 2023.

IFP Advisors reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
IFP Advisors sold 10 Via Renewables, Inc. Class A Common Stock shares in Q3 2023, an estimated $70.
IFP Advisors first reported a position in Via Renewables, Inc. Class A Common Stock in Q1 2016 and held it in 6 quarters.
IFP Advisors's Via Renewables, Inc. Class A Common Stock position peaked at $12K in Q2 2018.
35 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.