SWM
VLTA

Spire Wealth Management’s Volta Inc. VLTA Stock Holding History

Spire Wealth 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
-400
Closed -$1K – 2710
2022
Q2 		$1K Buy
+400
New +$892 ﹤0.01% 2627

Other funds holding VLTA

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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

Spire Wealth Management's VLTA Position: Q3 2022 in Review

Spire Wealth Management sold out of Volta Inc. (VLTA) in Q3 2022, closing a stake of 400 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in VLTA in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 126 funds tracked by Wall St. Rank hold VLTA as of Q3 2022.

  • Spire Wealth Management reported no remaining Volta Inc. position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 400 Volta Inc. shares in Q3 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in Volta Inc. in Q2 2022 and held it in 1 quarter.
  • Spire Wealth Management's Volta Inc. position peaked at $1K in Q2 2022.
  • 126 funds tracked by Wall St. Rank held Volta Inc. as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.