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Castle Wealth Management’s Vodafone VOD Stock Holding History

Castle 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
2022
Q4 		– Sell
-797
Closed -$9K – 622
2022
Q3 		$9K Hold
797
– – 0.01% 439
2022
Q2 		$13K Buy
+797
New +$12.7K 0.01% 371

Other funds holding VOD

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Castle Wealth Management's VOD Position: Q4 2022 in Review

Castle Wealth Management sold out of Vodafone (VOD) in Q4 2022, closing a stake of 797 shares — an estimated $9K sold.

Castle Wealth Management first reported a position in VOD in Q2 2022 and held it in 2 quarters. The position peaked at $13K in Q2 2022. 534 funds tracked by Wall St. Rank hold VOD as of Q4 2022.

  • Castle Wealth Management reported no remaining Vodafone position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 797 Vodafone shares in Q4 2022, an estimated $9K.
  • Castle Wealth Management first reported a position in Vodafone in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Vodafone position peaked at $13K in Q2 2022.
  • 534 funds tracked by Wall St. Rank held Vodafone as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.