RWA
VIA

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

Redhawk Wealth 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
2021
Q3 		– Sell
-4,296
Closed -$243K – 301
2021
Q2 		$243K Buy
+4,296
New +$229K 0.05% 211

Other funds holding VIA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Redhawk Wealth Advisors's VIA Position: Q3 2021 in Review

Redhawk Wealth Advisors sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q3 2021, closing a stake of 4,296 shares — an estimated $243K sold.

Redhawk Wealth Advisors first reported a position in VIA in Q2 2021 and held it in 1 quarter. The position peaked at $243K in Q2 2021. 57 funds tracked by Wall St. Rank hold VIA as of Q3 2021.

  • Redhawk Wealth Advisors reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q3 2021 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 4,296 Via Renewables, Inc. Class A Common Stock shares in Q3 2021, an estimated $243K.
  • Redhawk Wealth Advisors first reported a position in Via Renewables, Inc. Class A Common Stock in Q2 2021 and held it in 1 quarter.
  • Redhawk Wealth Advisors's Via Renewables, Inc. Class A Common Stock position peaked at $243K in Q2 2021.
  • 57 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q3 2021.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.