SPIA
VLTA

Steward Partners Investment Advisory’s Volta Inc. VLTA Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-3,000
Closed -$4K – 3485
2022
Q3 		$4K Buy
3,000
+144
+5% +$292 ﹤0.01% 2899
2022
Q2 		$4K Sell
2,856
-3,023
-51% -$6.74K ﹤0.01% 2884
2022
Q1 		$18K Buy
5,879
+1,973
+51% +$9.48K ﹤0.01% 2431
2021
Q4 		$29K Buy
+3,906
New +$34.4K ﹤0.01% 2171

Other funds holding VLTA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Steward Partners Investment Advisory's VLTA Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Volta Inc. (VLTA) in Q4 2022, closing a stake of 3,000 shares — an estimated $4K sold.

Steward Partners Investment Advisory first reported a position in VLTA in Q4 2021 and held it in 4 quarters. The position peaked at $29K in Q4 2021. 115 funds tracked by Wall St. Rank hold VLTA as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining Volta Inc. position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3,000 Volta Inc. shares in Q4 2022, an estimated $4K.
  • Steward Partners Investment Advisory first reported a position in Volta Inc. in Q4 2021 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Volta Inc. position peaked at $29K in Q4 2021.
  • 115 funds tracked by Wall St. Rank held Volta Inc. as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.