WCM
VIA

Wealthcare Capital Management’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-52
Closed -$3K – 715
2021
Q1 		$3K Buy
+52
New +$2.81K ﹤0.01% 524

Other funds holding VIA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthcare Capital Management's VIA Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q2 2021, closing a stake of 52 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in VIA in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 66 funds tracked by Wall St. Rank hold VIA as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 52 Via Renewables, Inc. Class A Common Stock shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Via Renewables, Inc. Class A Common Stock in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Via Renewables, Inc. Class A Common Stock position peaked at $3K in Q1 2021.
  • 66 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.