Paragon Wealth Strategies’s Volta Inc. VLTA Stock Holding History

Paragon Wealth Strategies’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	-1,700	Closed	-$604	–	252
2022 Q4	$604	Buy	+1,700	New	+$1.29K	﹤0.01%	234

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

Paragon Wealth Strategies's VLTA Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 1,700 shares — an estimated $604 sold.

Paragon Wealth Strategies first reported a position in VLTA in Q4 2022 and held it in 1 quarter. The position peaked at $604 in Q4 2022. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

Paragon Wealth Strategies reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
Paragon Wealth Strategies sold 1,700 Volta Inc. shares in Q1 2023, an estimated $604.
Paragon Wealth Strategies first reported a position in Volta Inc. in Q4 2022 and held it in 1 quarter.
Paragon Wealth Strategies's Volta Inc. position peaked at $604 in Q4 2022.
5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.