CSat Investment Advisory’s Vonage Holdings Corporation VG Stock Holding History

CSat Investment Advisory’s Portfolio VG Stock Details VG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$1.29M	Sell	108,907 -46,200	-30%	-$602K	1.08%	27
2020 Q4	$2M	Buy	155,107 +22,296	+17%	+$271K	1.86%	15
2020 Q3	$1.36M	Buy	132,811 +28,407	+27%	+$315K	0.12%	79
2020 Q2	$1.05M	Sell	104,404 -68,569	-40%	-$615K	0.13%	83
2020 Q1	$1.25M	Buy	172,973 +58,320	+51%	+$475K	0.27%	48
2019 Q4	$850K	Buy	114,653 +20,916	+22%	+$181K	0.22%	87
2019 Q3	$1.06M	Sell	93,737 -35,169	-27%	-$447K	0.33%	59
2019 Q2	$1.46M	Sell	128,906 -614	-0.5%	-$6.65K	0.52%	34
2019 Q1	$1.3M	Buy	129,520 +38,490	+42%	+$370K	0.66%	31
2018 Q4	$795K	Sell	91,030 -4,884	-5%	-$56K	0.47%	53
2018 Q3	$1.36M	Sell	95,914 -15,275	-14%	-$210K	0.77%	35
2018 Q2	$1.43M	Buy	+111,189	New	+$1.28M	0.76%	33

Other funds holding VG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

LPAM

Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

CSat Investment Advisory's VG Position: Q1 2021 in Review

CSat Investment Advisory reduced its Vonage Holdings Corporation (VG) stake by 30% in Q1 2021, selling an estimated $602K and leaving 108,907 shares worth $1.29M. The position accounts for 1.08% of the portfolio, ranked #27.

CSat Investment Advisory first reported a position in VG in Q2 2018 and has held it in 12 quarters since. The position peaked at $2M in Q4 2020. 262 funds tracked by Wall St. Rank hold VG as of Q1 2021.

CSat Investment Advisory held 108,907 shares of Vonage Holdings Corporation worth $1.29M as of Q1 2021.
CSat Investment Advisory sold 46,200 Vonage Holdings Corporation shares in Q1 2021, an estimated $602K.
Vonage Holdings Corporation made up 1.08% of CSat Investment Advisory's portfolio in Q1 2021, its #27 holding.
CSat Investment Advisory first reported a position in Vonage Holdings Corporation in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Vonage Holdings Corporation position peaked at $2M in Q4 2020.
262 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.