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

PSI 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
2020 Q1	–	Sell	-200	Closed	-$9K	–	642
2019 Q4	$9K	Buy	+200	New	+$10K	0.01%	486

Other funds holding VIA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

PSI Advisors's VIA Position: Q1 2020 in Review

PSI Advisors sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q1 2020, closing a stake of 200 shares — an estimated $9K sold.

PSI Advisors first reported a position in VIA in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 72 funds tracked by Wall St. Rank hold VIA as of Q1 2020.

PSI Advisors reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q1 2020 after selling out during the quarter.
PSI Advisors sold 200 Via Renewables, Inc. Class A Common Stock shares in Q1 2020, an estimated $9K.
PSI Advisors first reported a position in Via Renewables, Inc. Class A Common Stock in Q4 2019 and held it in 1 quarter.
PSI Advisors's Via Renewables, Inc. Class A Common Stock position peaked at $9K in Q4 2019.
72 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q1 2020.

Based on PSI Advisors's 13F filing for Q1 2020, filed 15 May 2020.