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CFM Wealth Partners’s Vodafone VOD Stock Holding History

CFM 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
2020
Q3 		– Sell
-545
Closed -$8K – 443
2020
Q2 		$8K Hold
545
– – ﹤0.01% 414
2020
Q1 		$8K Buy
+545
New +$9.73K ﹤0.01% 451

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Bank of America
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AGA
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AACR
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Morgan Stanley
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Federated Hermes
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.31B AUM 18.17% 1-Year Est. Return

CFM Wealth Partners's VOD Position: Q3 2020 in Review

CFM Wealth Partners sold out of Vodafone (VOD) in Q3 2020, closing a stake of 545 shares — an estimated $8K sold.

CFM Wealth Partners first reported a position in VOD in Q1 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 504 funds tracked by Wall St. Rank hold VOD as of Q3 2020.

  • CFM Wealth Partners reported no remaining Vodafone position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 545 Vodafone shares in Q3 2020, an estimated $8K.
  • CFM Wealth Partners first reported a position in Vodafone in Q1 2020 and held it in 2 quarters.
  • CFM Wealth Partners's Vodafone position peaked at $8K in Q2 2020.
  • 504 funds tracked by Wall St. Rank held Vodafone as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.