LPL Financial’s Volta Inc. VLTA Stock Holding History

LPL Financial’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	-19,999	Closed	-$7.11K	–	4630
2022 Q4	$7.11K	Sell	19,999 -3,885	-16%	-$2.95K	﹤0.01%	4430
2022 Q3	$29K	Buy	23,884 +1,933	+9%	+$3.92K	﹤0.01%	4293
2022 Q2	$29K	Buy	+21,951	New	+$49K	﹤0.01%	4304
2022 Q1	–	Sell	-19,087	Closed	-$140K	–	4453
2021 Q4	$140K	Buy	19,087 +7,647	+67%	+$67.3K	﹤0.01%	4064
2021 Q3	$99K	Buy	+11,440	New	+$117K	﹤0.01%	4148

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

LPL Financial's VLTA Position: Q1 2023 in Review

LPL Financial sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 19,999 shares — an estimated $7.11K sold.

LPL Financial first reported a position in VLTA in Q3 2021 and held it in 5 quarters. The position peaked at $140K in Q4 2021. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

LPL Financial reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
LPL Financial sold 19,999 Volta Inc. shares in Q1 2023, an estimated $7.11K.
LPL Financial first reported a position in Volta Inc. in Q3 2021 and held it in 5 quarters.
LPL Financial's Volta Inc. position peaked at $140K in Q4 2021.
5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.