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Falcon Wealth Planning’s Vodafone VOD Stock Holding History

Falcon Wealth Planning’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
Q1 		– Sell
-11,521
Closed -$100K – 138
2023
Q4 		$100K Buy
+11,521
New +$105K 0.02% 131

Other funds holding VOD

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Falcon Wealth Planning's VOD Position: Q1 2024 in Review

Falcon Wealth Planning sold out of Vodafone (VOD) in Q1 2024, closing a stake of 11,521 shares — an estimated $100K sold.

Falcon Wealth Planning first reported a position in VOD in Q4 2023 and held it in 1 quarter. The position peaked at $100K in Q4 2023. 506 funds tracked by Wall St. Rank hold VOD as of Q1 2024.

  • Falcon Wealth Planning reported no remaining Vodafone position as of Q1 2024 after selling out during the quarter.
  • Falcon Wealth Planning sold 11,521 Vodafone shares in Q1 2024, an estimated $100K.
  • Falcon Wealth Planning first reported a position in Vodafone in Q4 2023 and held it in 1 quarter.
  • Falcon Wealth Planning's Vodafone position peaked at $100K in Q4 2023.
  • 506 funds tracked by Wall St. Rank held Vodafone as of Q1 2024.

Based on Falcon Wealth Planning's 13F filing for Q1 2024, filed 15 Apr 2024.