BDO Wealth Advisors’s Vodafone VOD Stock Holding History

BDO Wealth Advisors’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 Q2	$40.1K	Sell	4,241 -749	-15%	-$7.87K	﹤0.01%	474
2023 Q1	$55.1K	Sell	4,990 -5,321	-52%	-$60.6K	0.01%	409
2022 Q4	$104K	Sell	10,311 -3,441	-25%	-$38.6K	0.01%	324
2022 Q3	$156K	Sell	13,752 -2,265	-14%	-$31.6K	0.02%	274
2022 Q2	$250K	Sell	16,017 -2,005	-11%	-$32K	0.03%	232
2022 Q1	$300K	Sell	18,022 -751	-4%	-$12.8K	0.03%	220
2021 Q4	$280K	Sell	18,773 -6,764	-26%	-$103K	0.03%	238
2021 Q3	$395K	Sell	25,537 -2,010	-7%	-$33.3K	0.04%	203
2021 Q2	$472K	Sell	27,547 -838	-3%	-$15.7K	0.05%	192
2021 Q1	$523K	Buy	+28,385	New	+$513K	0.06%	172
2019 Q4	–	Sell	-400	Closed	-$8K	–	644
2019 Q3	$8K	Hold	400	–	–	﹤0.01%	472
2019 Q2	$7K	Hold	400	–	–	﹤0.01%	476
2019 Q1	$7K	Hold	400	–	–	﹤0.01%	451
2018 Q4	$8K	Hold	400	–	–	﹤0.01%	427
2018 Q3	$9K	Sell	400 -531	-57%	-$12.3K	﹤0.01%	470
2018 Q2	$23K	Buy	931 +392	+73%	+$10.7K	0.01%	373
2018 Q1	$15K	Buy	539 +106	+24%	+$3.16K	0.01%	357
2017 Q4	$14K	Buy	+433	New	+$13K	0.01%	308

Other funds holding VOD

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

BDO Wealth Advisors's VOD Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Vodafone (VOD) stake by 15% in Q2 2023, selling an estimated $7.87K and leaving 4,241 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

BDO Wealth Advisors first reported a position in VOD in Q4 2017 and has held it in 18 quarters since. The position peaked at $523K in Q1 2021. 513 funds tracked by Wall St. Rank hold VOD as of Q2 2023.

BDO Wealth Advisors held 4,241 shares of Vodafone worth $40.1K as of Q2 2023.
BDO Wealth Advisors sold 749 Vodafone shares in Q2 2023, an estimated $7.87K.
Vodafone made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #474 holding.
BDO Wealth Advisors first reported a position in Vodafone in Q4 2017 and has held it in 18 quarters since.
BDO Wealth Advisors's Vodafone position peaked at $523K in Q1 2021.
513 funds tracked by Wall St. Rank held Vodafone as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.