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Financial Synergies Wealth Advisors’s Vodafone VOD Stock Holding History

Financial Synergies Wealth Advisors’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
-93
Closed -$828 – 461
2024
Q1 		$828 Buy
+93
New +$808 ﹤0.01% 424

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

Financial Synergies Wealth Advisors's VOD Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Vodafone (VOD) in Q2 2024, closing a stake of 93 shares — an estimated $828 sold.

Financial Synergies Wealth Advisors first reported a position in VOD in Q1 2024 and held it in 1 quarter. The position peaked at $828 in Q1 2024. 514 funds tracked by Wall St. Rank hold VOD as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Vodafone position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 93 Vodafone shares in Q2 2024, an estimated $828.
  • Financial Synergies Wealth Advisors first reported a position in Vodafone in Q1 2024 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Vodafone position peaked at $828 in Q1 2024.
  • 514 funds tracked by Wall St. Rank held Vodafone as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.