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BSW Wealth Partners’s Vodafone VOD Stock Holding History

BSW Wealth Partners’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
Q3 		– Sell
-18,876
Closed -$178K – 288
2023
Q2 		$178K Buy
18,876
+398
+2% +$4.18K 0.04% 260
2023
Q1 		$204K Buy
18,478
+1,373
+8% +$15.6K 0.04% 292
2022
Q4 		$173K Buy
+17,105
New +$192K 0.04% 287

Other funds holding VOD

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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BSW Wealth Partners's VOD Position: Q3 2023 in Review

BSW Wealth Partners sold out of Vodafone (VOD) in Q3 2023, closing a stake of 18,876 shares — an estimated $178K sold.

BSW Wealth Partners first reported a position in VOD in Q4 2022 and held it in 3 quarters. The position peaked at $204K in Q1 2023. 508 funds tracked by Wall St. Rank hold VOD as of Q3 2023.

  • BSW Wealth Partners reported no remaining Vodafone position as of Q3 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 18,876 Vodafone shares in Q3 2023, an estimated $178K.
  • BSW Wealth Partners first reported a position in Vodafone in Q4 2022 and held it in 3 quarters.
  • BSW Wealth Partners's Vodafone position peaked at $204K in Q1 2023.
  • 508 funds tracked by Wall St. Rank held Vodafone as of Q3 2023.

Based on BSW Wealth Partners's 13F filing for Q3 2023, filed 27 Oct 2023.