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Confluence Wealth Services’s Vodafone VOD Stock Holding History

Confluence Wealth Services’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
Q2 		– Sell
-10,112
Closed -$90K – 370
2024
Q1 		$90K Buy
+10,112
New +$87.9K 0.01% 337
2023
Q4 		– Sell
-16,795
Closed -$159K – 303
2023
Q3 		$159K Buy
+16,795
New +$159K 0.03% 255
2022
Q3 		– Sell
-14,358
Closed -$211K – 271
2022
Q2 		$211K Hold
14,358
– – 0.09% 253
2022
Q1 		$238K Buy
+14,358
New +$245K 0.09% 219

Other funds holding VOD

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
IPAM
ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Confluence Wealth Services's VOD Position: Q2 2024 in Review

Confluence Wealth Services sold out of Vodafone (VOD) in Q2 2024, closing a stake of 10,112 shares — an estimated $90K sold.

Confluence Wealth Services first reported a position in VOD in Q1 2022 and held it in 4 quarters. The position peaked at $238K in Q1 2022. 514 funds tracked by Wall St. Rank hold VOD as of Q2 2024.

  • Confluence Wealth Services reported no remaining Vodafone position as of Q2 2024 after selling out during the quarter.
  • Confluence Wealth Services sold 10,112 Vodafone shares in Q2 2024, an estimated $90K.
  • Confluence Wealth Services first reported a position in Vodafone in Q1 2022 and held it in 4 quarters.
  • Confluence Wealth Services's Vodafone position peaked at $238K in Q1 2022.
  • 514 funds tracked by Wall St. Rank held Vodafone as of Q2 2024.

Based on Confluence Wealth Services's 13F filing for Q2 2024, filed 31 Jul 2024.