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Cassady Schiller Wealth Management’s Vodafone VOD Stock Holding History

Cassady Schiller 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
2024
Q1 		– Sell
-90
Closed -$783 – 510
2023
Q4 		$783 Hold
90
– – ﹤0.01% 413
2023
Q3 		$853 Hold
90
– – ﹤0.01% 427
2023
Q2 		$851 Hold
90
– – ﹤0.01% 443
2023
Q1 		$994 Hold
90
– – ﹤0.01% 421
2022
Q4 		$911 Buy
+90
New +$1.01K ﹤0.01% 440
2022
Q1 		– Sell
-90
Closed -$1K – 584
2021
Q4 		$1K Buy
+90
New +$1.37K ﹤0.01% 520

Other funds holding VOD

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cassady Schiller Wealth Management's VOD Position: Q1 2024 in Review

Cassady Schiller Wealth Management sold out of Vodafone (VOD) in Q1 2024, closing a stake of 90 shares — an estimated $783 sold.

Cassady Schiller Wealth Management first reported a position in VOD in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q4 2021. 506 funds tracked by Wall St. Rank hold VOD as of Q1 2024.

  • Cassady Schiller Wealth Management reported no remaining Vodafone position as of Q1 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 90 Vodafone shares in Q1 2024, an estimated $783.
  • Cassady Schiller Wealth Management first reported a position in Vodafone in Q4 2021 and held it in 6 quarters.
  • Cassady Schiller Wealth Management's Vodafone position peaked at $1K in Q4 2021.
  • 506 funds tracked by Wall St. Rank held Vodafone as of Q1 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.