SFS
VIA

Sowell Financial Services’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-108
Closed -$5K – 2911
2021
Q1 		$5K Buy
+108
New +$5.83K ﹤0.01% 2631

Other funds holding VIA

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sowell Financial Services's VIA Position: Q2 2021 in Review

Sowell Financial Services sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q2 2021, closing a stake of 108 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in VIA in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 66 funds tracked by Wall St. Rank hold VIA as of Q2 2021.

  • Sowell Financial Services reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 108 Via Renewables, Inc. Class A Common Stock shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in Via Renewables, Inc. Class A Common Stock in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Via Renewables, Inc. Class A Common Stock position peaked at $5K in Q1 2021.
  • 66 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.