UBS Group’s Volta Inc. VLTA Stock Holding History

UBS Group’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
2023 Q1	–	Sell	-55,187	Closed	-$19.9K	–	11228
2022 Q4	$19.9K	Sell	55,187 -5,819	-10%	-$4.42K	﹤0.01%	7658
2022 Q3	$73K	Buy	61,006 +60,506	+12,101%	+$123K	﹤0.01%	6007
2022 Q2	$1K	Sell	500 -1,477	-75%	-$3.29K	﹤0.01%	10122
2022 Q1	$7K	Sell	1,977 -19,677	-91%	-$94.6K	﹤0.01%	8899
2021 Q4	$159K	Buy	21,654 +18,808	+661%	+$165K	﹤0.01%	5891
2021 Q3	$24K	Buy	2,846 +2,346	+469%	+$24.1K	﹤0.01%	6993
2021 Q2	$5K	Hold	500	–	–	﹤0.01%	8602
2021 Q1	$5K	Sell	500 -749	-60%	-$9.22K	﹤0.01%	8359
2020 Q4	$13K	Buy	+1,249	New	+$13.1K	﹤0.01%	7308

Other funds holding VLTA

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group's VLTA Position: Q1 2023 in Review

UBS Group sold out of Volta Inc. (VLTA) in Q1 2023, closing a stake of 55,187 shares — an estimated $19.9K sold.

UBS Group first reported a position in VLTA in Q4 2020 and held it in 9 quarters. The position peaked at $159K in Q4 2021. 5 funds tracked by Wall St. Rank hold VLTA as of Q1 2023.

UBS Group reported no remaining Volta Inc. position as of Q1 2023 after selling out during the quarter.
UBS Group sold 55,187 Volta Inc. shares in Q1 2023, an estimated $19.9K.
UBS Group first reported a position in Volta Inc. in Q4 2020 and held it in 9 quarters.
UBS Group's Volta Inc. position peaked at $159K in Q4 2021.
5 funds tracked by Wall St. Rank held Volta Inc. as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.