FRG Family Wealth Advisors’s Vodafone VOD Stock Holding History

FRG Family 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
2022 Q4	–	Sell	-13,300	Closed	-$151K	–	143
2022 Q3	$151K	Sell	13,300 -31,900	-71%	-$445K	0.04%	136
2022 Q2	$704K	Hold	45,200	–	–	0.16%	91
2022 Q1	$751K	Buy	45,200 +6,100	+16%	+$104K	0.15%	86
2021 Q4	$584K	Buy	+39,100	New	+$597K	0.11%	95
2018 Q3	–	Sell	-16,669	Closed	-$405K	–	150
2018 Q2	$405K	Sell	16,669 -1,813	-10%	-$49.5K	0.12%	112
2018 Q1	$514K	Sell	18,482 -2,700	-13%	-$80.4K	0.17%	102
2017 Q4	$676K	Buy	21,182 +535	+3%	+$16K	0.22%	94
2017 Q3	$588K	Hold	20,647	–	–	0.2%	97
2017 Q2	$593K	Buy	20,647 +1,011	+5%	+$28.1K	0.22%	95
2017 Q1	$519K	Buy	19,636 +1,880	+11%	+$48.1K	0.2%	98
2016 Q4	$434K	Buy	17,756 +68	+0.4%	+$1.79K	0.18%	100
2016 Q3	$516K	Buy	17,688 +1,086	+7%	+$33.1K	0.23%	95
2016 Q2	$513K	Hold	16,602	–	–	0.23%	92
2016 Q1	$533K	Sell	16,602 -2,549	-13%	-$79.4K	0.26%	89
2015 Q4	$618K	Buy	+19,151	New	+$625K	0.3%	86

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 $6.7B AUM 33.44% 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

FRG Family Wealth Advisors's VOD Position: Q4 2022 in Review

FRG Family Wealth Advisors sold out of Vodafone (VOD) in Q4 2022, closing a stake of 13,300 shares — an estimated $151K sold.

FRG Family Wealth Advisors first reported a position in VOD in Q4 2015 and held it in 15 quarters. The position peaked at $751K in Q1 2022. 534 funds tracked by Wall St. Rank hold VOD as of Q4 2022.

FRG Family Wealth Advisors reported no remaining Vodafone position as of Q4 2022 after selling out during the quarter.
FRG Family Wealth Advisors sold 13,300 Vodafone shares in Q4 2022, an estimated $151K.
FRG Family Wealth Advisors first reported a position in Vodafone in Q4 2015 and held it in 15 quarters.
FRG Family Wealth Advisors's Vodafone position peaked at $751K in Q1 2022.
534 funds tracked by Wall St. Rank held Vodafone as of Q4 2022.

Based on FRG Family Wealth Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.