Kestra Advisory Services’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Kestra Advisory Services’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	-5,000	Closed	-$238K	–	2091
2020 Q4	$238K	Buy	+5,000	New	+$231K	﹤0.01%	1608

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

Kestra Advisory Services's VIA Position: Q1 2021 in Review

Kestra Advisory Services sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q1 2021, closing a stake of 5,000 shares — an estimated $238K sold.

Kestra Advisory Services first reported a position in VIA in Q4 2020 and held it in 1 quarter. The position peaked at $238K in Q4 2020. 68 funds tracked by Wall St. Rank hold VIA as of Q1 2021.

Kestra Advisory Services reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
Kestra Advisory Services sold 5,000 Via Renewables, Inc. Class A Common Stock shares in Q1 2021, an estimated $238K.
Kestra Advisory Services first reported a position in Via Renewables, Inc. Class A Common Stock in Q4 2020 and held it in 1 quarter.
Kestra Advisory Services's Via Renewables, Inc. Class A Common Stock position peaked at $238K in Q4 2020.
68 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q1 2021.

Based on Kestra Advisory Services's 13F filing for Q1 2021, filed 10 May 2021.