Parallel Advisors’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Parallel Advisors’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
2023 Q1	–	Sell	-27	Closed	-$690	–	3529
2022 Q4	$690	Buy	+27	New	+$849	﹤0.01%	2974
2019 Q1	–	Sell	-18	Closed	–	–	2424
2018 Q4	$0	Sell	18 -12	-40%	-$499	﹤0.01%	2330
2018 Q3	$1K	Buy	30 +11	+58%	+$484	﹤0.01%	2176
2018 Q2	$0	Hold	19	–	–	﹤0.01%	2229
2018 Q1	$1K	Buy	+19	New	+$1.01K	﹤0.01%	2029
2017 Q3	–	Sell	-11	Closed	-$1K	–	2247
2017 Q2	$1K	Hold	11	–	–	﹤0.01%	2036
2017 Q1	$1K	Buy	+11	New	+$774	﹤0.01%	1936

Other funds holding VIA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Parallel Advisors's VIA Position: Q1 2023 in Review

Parallel Advisors sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q1 2023, closing a stake of 27 shares — an estimated $690 sold.

Parallel Advisors first reported a position in VIA in Q1 2017 and held it in 7 quarters. The position peaked at $1K in Q3 2018. 45 funds tracked by Wall St. Rank hold VIA as of Q1 2023.

Parallel Advisors reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Parallel Advisors sold 27 Via Renewables, Inc. Class A Common Stock shares in Q1 2023, an estimated $690.
Parallel Advisors first reported a position in Via Renewables, Inc. Class A Common Stock in Q1 2017 and held it in 7 quarters.
Parallel Advisors's Via Renewables, Inc. Class A Common Stock position peaked at $1K in Q3 2018.
45 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q1 2023.

Based on Parallel Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.