SFA
VIA

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

Semmax Financial 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
2022
Q3 		– Sell
-20
Closed -$1K – 298
2022
Q2 		$1K Buy
+20
New +$785 ﹤0.01% 266

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 $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Semmax Financial Advisors's VIA Position: Q3 2022 in Review

Semmax Financial Advisors sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Semmax Financial Advisors first reported a position in VIA in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 62 funds tracked by Wall St. Rank hold VIA as of Q3 2022.

  • Semmax Financial Advisors reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
  • Semmax Financial Advisors sold 20 Via Renewables, Inc. Class A Common Stock shares in Q3 2022, an estimated $1K.
  • Semmax Financial Advisors first reported a position in Via Renewables, Inc. Class A Common Stock in Q2 2022 and held it in 1 quarter.
  • Semmax Financial Advisors's Via Renewables, Inc. Class A Common Stock position peaked at $1K in Q2 2022.
  • 62 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q3 2022.

Based on Semmax Financial Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.