Evoke Wealth’s Vodafone VOD Stock Holding History

Evoke Wealth’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	-784	Closed	-$9K	–	1118
2022 Q3	$9K	Buy	784 +55	+8%	+$768	﹤0.01%	782
2022 Q2	$12K	Hold	729	–	–	﹤0.01%	746
2022 Q1	$12K	Hold	729	–	–	﹤0.01%	736
2021 Q4	$11K	Sell	729 -12,800	-95%	-$195K	﹤0.01%	786
2021 Q3	$209K	Hold	13,529	–	–	0.01%	335
2021 Q2	$239K	Hold	13,529	–	–	0.01%	323
2021 Q1	$249K	Sell	13,529 -9,986	-42%	-$181K	0.01%	277
2020 Q4	$400K	Sell	23,515 -644,414	-96%	-$10.1M	0.03%	169
2020 Q3	$8.96M	Sell	667,929 -52	-0%	-$784	0.73%	23
2020 Q2	$11M	Buy	667,981 +653,357	+4,468%	+$9.86M	1.06%	16
2020 Q1	$201K	Buy	14,624 +8,995	+160%	+$161K	0.03%	184
2019 Q4	$112K	Sell	5,629 -48	-0.8%	-$956	0.01%	309
2019 Q3	$113K	Buy	+5,677	New	+$103K	0.01%	351

Other funds holding VOD

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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 $7.04B AUM 28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Evoke Wealth's VOD Position: Q4 2022 in Review

Evoke Wealth sold out of Vodafone (VOD) in Q4 2022, closing a stake of 784 shares — an estimated $9K sold.

Evoke Wealth first reported a position in VOD in Q3 2019 and held it in 13 quarters. The position peaked at $11M in Q2 2020. 535 funds tracked by Wall St. Rank hold VOD as of Q4 2022.

Evoke Wealth reported no remaining Vodafone position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 784 Vodafone shares in Q4 2022, an estimated $9K.
Evoke Wealth first reported a position in Vodafone in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Vodafone position peaked at $11M in Q2 2020.
535 funds tracked by Wall St. Rank held Vodafone as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.