Wealthspire Advisors (Maryland)’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-7	Closed	–	–	2178
2019 Q1	$0	Hold	7	–	–	﹤0.01%	2616
2018 Q4	$0	Hold	7	–	–	﹤0.01%	2596
2018 Q3	$0	Hold	7	–	–	﹤0.01%	2544
2018 Q2	$0	Hold	7	–	–	﹤0.01%	2614
2018 Q1	$0	Hold	7	–	–	﹤0.01%	2673
2017 Q4	$0	Hold	7	–	–	﹤0.01%	2583
2017 Q3	$1K	Hold	7	–	–	﹤0.01%	2171
2017 Q2	$1K	Sell	7 -1	-13%	-$97	﹤0.01%	2141
2017 Q1	$1K	Hold	8	–	–	﹤0.01%	1865
2016 Q4	$1K	Hold	8	–	–	﹤0.01%	1696
2016 Q3	$1K	Hold	8	–	–	﹤0.01%	1676
2016 Q2	$1K	Hold	8	–	–	﹤0.01%	1642
2016 Q1	$0	Hold	8	–	–	﹤0.01%	1867
2015 Q4	$0	Buy	+8	New	+$357	﹤0.01%	1786

Other funds holding VIA

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

CPP

Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VIA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q2 2019, closing a stake of 7 shares.

Wealthspire Advisors (Maryland) first reported a position in VIA in Q4 2015 and held it in 14 quarters. The position peaked at $1K in Q3 2017. 83 funds tracked by Wall St. Rank hold VIA as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 7 Via Renewables, Inc. Class A Common Stock shares in Q2 2019.
Wealthspire Advisors (Maryland) first reported a position in Via Renewables, Inc. Class A Common Stock in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Via Renewables, Inc. Class A Common Stock position peaked at $1K in Q3 2017.
83 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.