Volta Inc.
VLTADelisted Mar 31, 2023- Industry
- Miscellaneous Transportation Equipment
- SEC CIK
- 0001819584
Volta Inc. was delisted on Mar 31, 2023; its insiders filed their last Form 4 on Mar 31, 2023; 115 institutions reported holding it in 13F filings for Q4 2022, worth $15.3M in total; no superinvestor held it.
13F holders, Q3 2022
Institutional positions in Volta Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 126
- +5 vs. Q2 2022
- Shares held
- 44.7M
- −861.6K (−1.9%) vs. Q2 2022
- Total value
- $54.5M
- −$4.73M (−8.0%) vs. Q2 2022
- New holders
- 19
- 39 more added
- Sold out
- 14
- 32 more reduced
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VLTA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 5 | $561.1K |
| Q4 2022 | 115 | $15.3M |
| Q3 2022 | 126 | $54.5M |
| Q2 2022 | 121 | $59.2M |
| Q1 2022 | 108 | $106.1M |
| Q4 2021 | 90 | $191.4M |
| Q3 2021 | 60 | $184.6M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Volta Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 5,695 | $7.00K | 0.00% | −45,491−88.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,606 | $6.00K | 0.00% | +1,150+25.8% | Added |
| Steward Partners Investment Advisory, LLC | 3,000 | $4.00K | 0.00% | +144+5.0% | Added |
| BDO Wealth Advisors, LLC | 2,200 | $3.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,596 | $3.00K | 0.00% | +2,195+547.4% | Added |
| Ionic Capital Management LLC | 2,121 | $3.00K | 0.00% | +2,121 | New |
| Federation des caisses Desjardins du Quebec | 1,950 | $2.36K | 0.00% | +450+30.0% | Added |
| US Bancorp | 1,875 | $2.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,850 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,480 | $2.00K | 0.00% | +1,480 | New |
| Fifth Third Bancorp | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 656 | $1.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 350 | $424 | 0.00% | +25+7.7% | Added |
| Clearview Wealth Advisors LLC | 400 | $0 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 250 | $0 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 518 | $0 | 0.00% | +136+35.6% | Added |
| Allworth Financial LP | 198 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 59 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 160 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 518 | $0 | 0.00% | +465+877.4% | Added |
| EverSource Wealth Advisors, LLC | 100 | $0 | 0.00% | +100 | New |
| IFP Advisors, Inc | 5,696 | – | – | +1,910+50.4% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −264,617−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −208,958−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −114,541−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −54,500−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −29,383−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −28,400−100.0% | Sold out |
| Arena Capital Advisors, LLC- CA | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −16,334−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −13,617−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −30−100.0% | Sold out |