Raymond James & Associates’s Volta Inc. VLTA Stock Holding History

Raymond James & Associates’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	-25,742	Closed	-$9.15K	–	4131
2022 Q4	$9.15K	Sell	25,742 -346,869	-93%	-$263K	﹤0.01%	3854
2022 Q3	$451K	Buy	372,611 +17,071	+5%	+$34.6K	﹤0.01%	2936
2022 Q2	$462K	Sell	355,540 -4,278	-1%	-$9.54K	﹤0.01%	2966
2022 Q1	$1.1M	Buy	359,818 +348,609	+3,110%	+$1.68M	﹤0.01%	2528
2021 Q4	$82K	Sell	11,209 -21,730	-66%	-$191K	﹤0.01%	3895
2021 Q3	$285K	Buy	+32,939	New	+$338K	﹤0.01%	3452

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

Raymond James & Associates's VLTA Position: Q1 2023 in Review

Raymond James & Associates sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 25,742 shares — an estimated $9.15K sold.

Raymond James & Associates first reported a position in VLTA in Q3 2021 and held it in 6 quarters. The position peaked at $1.1M in Q1 2022. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

Raymond James & Associates reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
Raymond James & Associates sold 25,742 Volta Inc. shares in Q1 2023, an estimated $9.15K.
Raymond James & Associates first reported a position in Volta Inc. in Q3 2021 and held it in 6 quarters.
Raymond James & Associates's Volta Inc. position peaked at $1.1M in Q1 2022.
5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on Raymond James & Associates's 13F filing for Q1 2023, filed 14 Apr 2023.