Janney Montgomery Scott’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Janney Montgomery Scott’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	-3,974	Closed	-$102K	–	2715
2022 Q4	$102K	Buy	3,974 +316	+9%	+$9.94K	﹤0.01%	2476
2022 Q3	$126K	Buy	3,658 +711	+24%	+$28.1K	﹤0.01%	2380
2022 Q2	$113K	Buy	+2,947	New	+$116K	﹤0.01%	2231
2022 Q1	–	Sell	-2,270	Closed	-$130K	–	2476
2021 Q4	$130K	Buy	+2,270	New	+$128K	﹤0.01%	2292
2018 Q1	–	Sell	-5,097	Closed	-$316K	–	2025
2017 Q4	$316K	Buy	5,097 +1,649	+48%	+$108K	﹤0.01%	1562
2017 Q3	$259K	Buy	3,448 +168	+5%	+$15K	﹤0.01%	1578
2017 Q2	$308K	Sell	3,280 -280	-8%	-$27.1K	﹤0.01%	1429
2017 Q1	$284K	Buy	3,560 +40	+1%	+$2.81K	﹤0.01%	1428
2016 Q4	$267K	Sell	3,520 -280	-7%	-$18.7K	﹤0.01%	1404
2016 Q3	$277K	Buy	+3,800	New	+$265K	﹤0.01%	1226

Other funds holding VIA

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Janney Montgomery Scott's VIA Position: Q1 2023 in Review

Janney Montgomery Scott sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q1 2023, closing a stake of 3,974 shares — an estimated $102K sold.

Janney Montgomery Scott first reported a position in VIA in Q3 2016 and held it in 10 quarters. The position peaked at $316K in Q4 2017. 45 funds tracked by Wall St. Rank hold VIA as of Q1 2023.

Janney Montgomery Scott reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Janney Montgomery Scott sold 3,974 Via Renewables, Inc. Class A Common Stock shares in Q1 2023, an estimated $102K.
Janney Montgomery Scott first reported a position in Via Renewables, Inc. Class A Common Stock in Q3 2016 and held it in 10 quarters.
Janney Montgomery Scott's Via Renewables, Inc. Class A Common Stock position peaked at $316K in Q4 2017.
45 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.