PFA
VLTA

Paradigm Financial Advisors’s Volta Inc. VLTA Stock Holding History

Paradigm Financial Advisors’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
2021
Q4 		$150K Buy
+20,445
New +$180K 0.03% 210

Other funds holding VLTA

PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Paradigm Financial Advisors's VLTA Position: Q4 2021 in Review

Paradigm Financial Advisors opened a new position in Volta Inc. (VLTA) in Q4 2021: 20,445 shares worth $150K. The stake represents 0.03% of the portfolio and ranks #210 among its holdings.

90 funds tracked by Wall St. Rank hold VLTA as of Q4 2021.

  • Paradigm Financial Advisors held 20,445 shares of Volta Inc. worth $150K as of Q4 2021.
  • Volta Inc. was a new Paradigm Financial Advisors position in Q4 2021.
  • Volta Inc. made up 0.03% of Paradigm Financial Advisors's portfolio in Q4 2021, its #210 holding.
  • 90 funds tracked by Wall St. Rank held Volta Inc. as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.