UBS Group
VLTA

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
2021
Q4 		– Sell
-656,300
Closed -$5.68M – 11039
2021
Q3 		$5.68M Hold
656,300
– – ﹤0.01% 2531
2021
Q2 		$6.58M Buy
656,300
+363,400
+124% +$3.68M ﹤0.01% 2412
2021
Q1 		$3.21M Buy
+292,900
New +$3.61M ﹤0.01% 3065

Other funds holding VLTA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
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.