Newbridge Financial Services Group’s Volta Inc. VLTA Stock Holding History

Newbridge Financial Services Group’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	-5,000	Closed	-$1.78K	–	1493
2022 Q4	$1.78K	Hold	5,000	–	–	﹤0.01%	1232
2022 Q3	$6K	Hold	5,000	–	–	﹤0.01%	1027
2022 Q2	$7K	Hold	5,000	–	–	﹤0.01%	959
2022 Q1	$15K	Hold	5,000	–	–	0.01%	822
2021 Q4	$37K	Buy	+5,000	New	+$44K	0.02%	554

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

Newbridge Financial Services Group's VLTA Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 5,000 shares — an estimated $1.78K sold.

Newbridge Financial Services Group first reported a position in VLTA in Q4 2021 and held it in 5 quarters. The position peaked at $37K in Q4 2021. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

Newbridge Financial Services Group reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 5,000 Volta Inc. shares in Q1 2023, an estimated $1.78K.
Newbridge Financial Services Group first reported a position in Volta Inc. in Q4 2021 and held it in 5 quarters.
Newbridge Financial Services Group's Volta Inc. position peaked at $37K in Q4 2021.
5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.