Mackenzie Financial
VIA

Mackenzie Financial’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Mackenzie Financial’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
-5,128
Closed -$245K – 1213
2020
Q4 		$245K Buy
+5,128
New +$237K ﹤0.01% 974

Other funds holding VIA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mackenzie Financial's VIA Position: Q1 2021 in Review

Mackenzie Financial sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q1 2021, closing a stake of 5,128 shares — an estimated $245K sold.

Mackenzie Financial first reported a position in VIA in Q4 2020 and held it in 1 quarter. The position peaked at $245K in Q4 2020. 68 funds tracked by Wall St. Rank hold VIA as of Q1 2021.

  • Mackenzie Financial reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
  • Mackenzie Financial sold 5,128 Via Renewables, Inc. Class A Common Stock shares in Q1 2021, an estimated $245K.
  • Mackenzie Financial first reported a position in Via Renewables, Inc. Class A Common Stock in Q4 2020 and held it in 1 quarter.
  • Mackenzie Financial's Via Renewables, Inc. Class A Common Stock position peaked at $245K in Q4 2020.
  • 68 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q1 2021.

Based on Mackenzie Financial's 13F filing for Q1 2021, filed 14 May 2021.