Triton Wealth Management’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Triton Wealth Management’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
2023 Q1	–	Sell	-3,373	Closed	-$98.4K	–	88
2022 Q4	$98.4K	Sell	3,373 -207	-6%	-$6.51K	0.06%	79
2022 Q3	$129K	Buy	3,580 +46	+1%	+$1.82K	0.08%	79
2022 Q2	$145K	Sell	3,534 -3,028	-46%	-$119K	0.1%	78
2022 Q1	$380K	Hold	6,562	–	–	0.2%	62
2021 Q4	$380K	Sell	6,562 -11	-0.2%	-$620	0.2%	62
2021 Q3	$350K	Buy	+6,573	New	+$364K	0.17%	71
2021 Q2	–	Sell	-5,673	Closed	-$304K	–	131
2021 Q1	$304K	Buy	5,673 +435	+8%	+$23.5K	0.21%	75
2020 Q4	$251K	Buy	5,238 +288	+6%	+$13.3K	0.16%	68
2020 Q3	$214K	Buy	4,950 +552	+13%	+$22.4K	0.18%	67
2020 Q2	$168K	Buy	+4,398	New	+$158K	0.17%	74

Other funds holding VIA

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Triton Wealth Management's VIA Position: Q1 2023 in Review

Triton Wealth Management sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q1 2023, closing a stake of 3,373 shares — an estimated $98.4K sold.

Triton Wealth Management first reported a position in VIA in Q2 2020 and held it in 10 quarters. The position peaked at $380K in Q1 2022. 45 funds tracked by Wall St. Rank hold VIA as of Q1 2023.

Triton Wealth Management reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Triton Wealth Management sold 3,373 Via Renewables, Inc. Class A Common Stock shares in Q1 2023, an estimated $98.4K.
Triton Wealth Management first reported a position in Via Renewables, Inc. Class A Common Stock in Q2 2020 and held it in 10 quarters.
Triton Wealth Management's Via Renewables, Inc. Class A Common Stock position peaked at $380K in Q1 2022.
45 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q1 2023.

Based on Triton Wealth Management's 13F filing for Q1 2023, filed 26 Jun 2023.