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Baystate Wealth Management’s Vodafone VOD Stock Holding History

Baystate Wealth Management’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$231 Hold
26
– – ﹤0.01% 1256
2023
Q3 		$251 Hold
26
– – ﹤0.01% 976
2023
Q2 		$250 Sell
26
-63
-71% -$662 ﹤0.01% 1002
2023
Q1 		$987 Buy
89
+3
+3% +$34 ﹤0.01% 933
2022
Q4 		$1K Sell
86
-98
-53% -$1.1K ﹤0.01% 923
2022
Q3 		$2K Buy
184
+5
+3% +$70 ﹤0.01% 773
2022
Q2 		$3K Buy
179
+27
+18% +$431 ﹤0.01% 736
2022
Q1 		$3K Buy
152
+3
+2% +$51 ﹤0.01% 730
2021
Q4 		$2K Buy
149
+92
+161% +$1.4K ﹤0.01% 786
2021
Q3 		$1K Buy
57
+2
+4% +$33 ﹤0.01% 813
2021
Q2 		$1K Hold
55
– – ﹤0.01% 779
2021
Q1 		$1K Sell
55
-165
-75% -$2.98K ﹤0.01% 707
2020
Q4 		$4K Sell
220
-111
-34% -$1.74K ﹤0.01% 510
2020
Q3 		$4K Buy
331
+118
+55% +$1.78K ﹤0.01% 480
2020
Q2 		$3K Hold
213
– – ﹤0.01% 516
2020
Q1 		$3K Buy
213
+56
+36% +$1K ﹤0.01% 483
2019
Q4 		$3K Hold
157
– – ﹤0.01% 499
2019
Q3 		$3K Sell
157
-160
-50% -$2.9K ﹤0.01% 461
2019
Q2 		$5K Sell
317
-2,575
-89% -$44.3K ﹤0.01% 438
2019
Q1 		$52K Buy
2,892
+83
+3% +$1.54K 0.01% 208
2018
Q4 		$54K Hold
2,809
– – 0.01% 194
2018
Q3 		$56K Sell
2,809
-432
-13% -$10K 0.01% 191
2018
Q2 		$79K Buy
3,241
+561
+21% +$15.3K 0.01% 146
2018
Q1 		$81K Sell
2,680
-267
-9% -$7.95K 0.01% 137
2017
Q4 		$95K Buy
2,947
+2,380
+420% +$71.3K 0.01% 139
2017
Q3 		$16K Buy
567
+273
+93% +$7.9K ﹤0.01% 305
2017
Q2 		$9K Sell
294
-450
-60% -$12.5K ﹤0.01% 359
2017
Q1 		$19K Buy
744
+10
+1% +$256 ﹤0.01% 281
2016
Q4 		$19K Buy
+734
New +$19.3K ﹤0.01% 239
2013
Q3 		– Sell
-475
Closed -$14K – 224
2013
Q2 		$14K Buy
+475
New +$14.2K 0.01% 173

Other funds holding VOD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Baystate Wealth Management's VOD Position: Q4 2023 in Review

Baystate Wealth Management held its Vodafone (VOD) position steady in Q4 2023 at 26 shares worth $231. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Baystate Wealth Management first reported a position in VOD in Q2 2013 and has held it in 30 quarters since. The position peaked at $95K in Q4 2017. 513 funds tracked by Wall St. Rank hold VOD as of Q4 2023.

  • Baystate Wealth Management held 26 shares of Vodafone worth $231 as of Q4 2023.
  • Baystate Wealth Management left its Vodafone share count unchanged in Q4 2023.
  • Vodafone made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1256 holding.
  • Baystate Wealth Management first reported a position in Vodafone in Q2 2013 and has held it in 30 quarters since.
  • Baystate Wealth Management's Vodafone position peaked at $95K in Q4 2017.
  • 513 funds tracked by Wall St. Rank held Vodafone as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.