Sargent Bickham Lagudis’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Sargent Bickham Lagudis’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
2019 Q4	–	Sell	-250	Closed	-$33K	–	891
2019 Q3	$33K	Hold	250	–	–	﹤0.01%	400
2019 Q2	$43K	Hold	250	–	–	0.01%	388
2019 Q1	$41K	Hold	250	–	–	﹤0.01%	420
2018 Q4	$35K	Hold	250	–	–	﹤0.01%	413
2018 Q3	$46K	Hold	250	–	–	0.01%	379
2018 Q2	$44K	Hold	250	–	–	0.01%	374
2018 Q1	$50K	Hold	250	–	–	0.01%	363
2017 Q4	$44K	Hold	250	–	–	0.01%	391
2017 Q3	$46K	Hold	250	–	–	0.01%	382
2017 Q2	$48K	Sell	250 -250	-50%	-$24.2K	0.01%	365
2017 Q1	$61K	Hold	500	–	–	0.01%	332
2016 Q4	$48K	Hold	500	–	–	0.01%	345
2016 Q3	$54	Hold	500	–	–	0.01%	338
2016 Q2	$58K	Hold	500	–	–	0.01%	325
2016 Q1	$57K	Buy	+500	New	+$29.3K	0.01%	346

Other funds holding VIA

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

PCM

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

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Sargent Bickham Lagudis's VIA Position: Q4 2019 in Review

Sargent Bickham Lagudis sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q4 2019, closing a stake of 250 shares — an estimated $33K sold.

Sargent Bickham Lagudis first reported a position in VIA in Q1 2016 and held it in 15 quarters. The position peaked at $61K in Q1 2017. 85 funds tracked by Wall St. Rank hold VIA as of Q4 2019.

Sargent Bickham Lagudis reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q4 2019 after selling out during the quarter.
Sargent Bickham Lagudis sold 250 Via Renewables, Inc. Class A Common Stock shares in Q4 2019, an estimated $33K.
Sargent Bickham Lagudis first reported a position in Via Renewables, Inc. Class A Common Stock in Q1 2016 and held it in 15 quarters.
Sargent Bickham Lagudis's Via Renewables, Inc. Class A Common Stock position peaked at $61K in Q1 2017.
85 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q4 2019.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2019, filed 14 Sep 2021.