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

Stifel Financial’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 Q1	–	Sell	-2,092	Closed	-$100K	–	3304
2020 Q4	$100K	Sell	2,092 -717	-26%	-$33.1K	﹤0.01%	2936
2020 Q3	$117K	Sell	2,809 -2,283	-45%	-$92.6K	﹤0.01%	2736
2020 Q2	$180K	Sell	5,092 -5,150	-50%	-$185K	﹤0.01%	2608
2020 Q1	$322K	Sell	10,242 -1,837	-15%	-$80.6K	﹤0.01%	2130
2019 Q4	$556K	Sell	12,079 -3,040	-20%	-$152K	﹤0.01%	2185
2019 Q3	$790K	Sell	15,119 -323	-2%	-$17K	﹤0.01%	1900
2019 Q2	$863K	Buy	15,442 +1,640	+12%	+$81.9K	﹤0.01%	1892
2019 Q1	$616K	Sell	13,802 -454	-3%	-$19.9K	﹤0.01%	1944
2018 Q4	$529K	Sell	14,256 -2,633	-16%	-$109K	﹤0.01%	1911
2018 Q3	$694K	Sell	16,889 -1,220	-7%	-$53.7K	﹤0.01%	1919
2018 Q2	$893K	Sell	18,109 -333	-2%	-$18K	﹤0.01%	1700
2018 Q1	$1.09M	Sell	18,442 -918	-5%	-$48.9K	﹤0.01%	1508
2017 Q4	$1.2M	Buy	19,360 +13,731	+244%	+$902K	﹤0.01%	1408
2017 Q3	$432K	Buy	+5,629	New	+$504K	﹤0.01%	1971
2016 Q2	–	Sell	-13,530	Closed	-$609K	–	2575
2016 Q1	$609K	Buy	+13,530	New	+$792K	﹤0.01%	1477
2015 Q1	–	Sell	-5,140	Closed	-$181K	–	2413
2014 Q4	$181K	Sell	5,140 -50	-1%	-$1.95K	﹤0.01%	2119
2014 Q3	$225K	Buy	+5,190	New	+$225K	﹤0.01%	1953

Other funds holding VIA

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial's VIA Position: Q1 2021 in Review

Stifel Financial sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q1 2021, closing a stake of 2,092 shares — an estimated $100K sold.

Stifel Financial first reported a position in VIA in Q3 2014 and held it in 17 quarters. The position peaked at $1.2M in Q4 2017. 68 funds tracked by Wall St. Rank hold VIA as of Q1 2021.

Stifel Financial reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
Stifel Financial sold 2,092 Via Renewables, Inc. Class A Common Stock shares in Q1 2021, an estimated $100K.
Stifel Financial first reported a position in Via Renewables, Inc. Class A Common Stock in Q3 2014 and held it in 17 quarters.
Stifel Financial's Via Renewables, Inc. Class A Common Stock position peaked at $1.2M in Q4 2017.
68 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q1 2021.

Based on Stifel Financial's 13F filing for Q1 2021, filed 14 May 2021.