RIM
VLTA

Rockbridge Investment Management’s Volta Inc. VLTA Stock Holding History

Rockbridge Investment Management’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
2022
Q3 		– Sell
-30
Closed -$39 – 633
2022
Q2 		$39 Hold
30
– – ﹤0.01% 637
2022
Q1 		$97 Buy
+30
New +$144 ﹤0.01% 790

Other funds holding VLTA

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
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rockbridge Investment Management's VLTA Position: Q3 2022 in Review

Rockbridge Investment Management sold out of Volta Inc. (VLTA) in Q3 2022, closing a stake of 30 shares — an estimated $39 sold.

Rockbridge Investment Management first reported a position in VLTA in Q1 2022 and held it in 2 quarters. The position peaked at $97 in Q1 2022. 126 funds tracked by Wall St. Rank hold VLTA as of Q3 2022.

  • Rockbridge Investment Management reported no remaining Volta Inc. position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 30 Volta Inc. shares in Q3 2022, an estimated $39.
  • Rockbridge Investment Management first reported a position in Volta Inc. in Q1 2022 and held it in 2 quarters.
  • Rockbridge Investment Management's Volta Inc. position peaked at $97 in Q1 2022.
  • 126 funds tracked by Wall St. Rank held Volta Inc. as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.