SWA
VLTA

SOA Wealth Advisors’s Volta Inc. VLTA Stock Holding History

SOA Wealth Advisors’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
-350
Closed -$124 – 981
2022
Q4 		$124 Sell
350
-168
-32% -$128 ﹤0.01% 928
2022
Q3 		$0 Buy
518
+465
+877% +$943 ﹤0.01% 1028
2022
Q2 		$0 Buy
+53
New +$118 ﹤0.01% 1074

Other funds holding VLTA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
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

SOA Wealth Advisors's VLTA Position: Q1 2023 in Review

SOA Wealth Advisors sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 350 shares — an estimated $124 sold.

SOA Wealth Advisors first reported a position in VLTA in Q2 2022 and held it in 3 quarters. The position peaked at $124 in Q4 2022. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

  • SOA Wealth Advisors reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 350 Volta Inc. shares in Q1 2023, an estimated $124.
  • SOA Wealth Advisors first reported a position in Volta Inc. in Q2 2022 and held it in 3 quarters.
  • SOA Wealth Advisors's Volta Inc. position peaked at $124 in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on SOA Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.