Morgan Stanley
VLTA

Morgan Stanley’s Volta Inc. VLTA Stock Holding History

Morgan Stanley’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
-390,248
Closed -$139K – 7887
2022
Q4 		$139K Buy
390,248
+189,424
+94% +$144K ﹤0.01% 5823
2022
Q3 		$242K Buy
200,824
+6,017
+3% +$12.2K ﹤0.01% 5637
2022
Q2 		$255K Buy
194,807
+48,067
+33% +$107K ﹤0.01% 5776
2022
Q1 		$447K Buy
146,740
+91,044
+163% +$438K ﹤0.01% 5477
2021
Q4 		$410K Buy
55,696
+5,571
+11% +$49K ﹤0.01% 5668
2021
Q3 		$434K Sell
50,125
-32,077
-39% -$329K ﹤0.01% 5582
2021
Q2 		$824K Sell
82,202
-84,136
-51% -$853K ﹤0.01% 5200
2021
Q1 		$1.82M Buy
166,338
+143,628
+632% +$1.77M ﹤0.01% 4325
2020
Q4 		$242K Buy
+22,710
New +$238K ﹤0.01% 5499

Other funds holding VLTA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
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

Morgan Stanley's VLTA Position: Q1 2023 in Review

Morgan Stanley sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 390,248 shares — an estimated $139K sold.

Morgan Stanley first reported a position in VLTA in Q4 2020 and held it in 9 quarters. The position peaked at $1.82M in Q1 2021. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

  • Morgan Stanley reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
  • Morgan Stanley sold 390,248 Volta Inc. shares in Q1 2023, an estimated $139K.
  • Morgan Stanley first reported a position in Volta Inc. in Q4 2020 and held it in 9 quarters.
  • Morgan Stanley's Volta Inc. position peaked at $1.82M in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on Morgan Stanley's 13F filing for Q1 2023, filed 15 May 2023.