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Global Wealth Management Investment Advisory’s Vodafone VOD Stock Holding History

Global Wealth Management Investment Advisory’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
-37
Closed -$322 – 427
2023
Q4 		$322 Hold
37
– – ﹤0.01% 452
2023
Q3 		$351 Hold
37
– – ﹤0.01% 447
2023
Q2 		$350 Buy
+37
New +$389 ﹤0.01% 448
2022
Q3 		– Sell
-37
Closed -$1K – 468
2022
Q2 		$1K Sell
37
-27
-42% -$431 ﹤0.01% 485
2022
Q1 		$1K Hold
64
– – ﹤0.01% 477
2021
Q4 		$1K Hold
64
– – ﹤0.01% 438
2021
Q3 		$1K Sell
64
-69
-52% -$1.14K ﹤0.01% 451
2021
Q2 		$2K Sell
133
-59
-31% -$1.1K ﹤0.01% 405
2021
Q1 		$4K Sell
192
-46
-19% -$832 ﹤0.01% 378
2020
Q4 		$4K Hold
238
– – ﹤0.01% 361
2020
Q3 		$3K Sell
238
-373
-61% -$5.63K ﹤0.01% 374
2020
Q2 		$10K Sell
611
-667
-52% -$10.1K ﹤0.01% 353
2020
Q1 		$18K Sell
1,278
-66,685
-98% -$1.19M 0.01% 268
2019
Q4 		$1.31M Sell
67,963
-3,461
-5% -$69K 0.56% 63
2019
Q3 		$1.42M Buy
71,424
+1,495
+2% +$27.1K 0.65% 57
2019
Q2 		$1.14M Sell
69,929
-8,237
-11% -$142K 0.55% 64
2019
Q1 		$1.42M Sell
78,166
-4,234
-5% -$78.5K 0.74% 52
2018
Q4 		$1.59M Buy
+82,400
New +$1.65M 0.92% 40

Other funds holding VOD

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 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

Global Wealth Management Investment Advisory's VOD Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Vodafone (VOD) in Q1 2024, closing a stake of 37 shares — an estimated $322 sold.

Global Wealth Management Investment Advisory first reported a position in VOD in Q4 2018 and held it in 18 quarters. The position peaked at $1.59M in Q4 2018. 507 funds tracked by Wall St. Rank hold VOD as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Vodafone position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 37 Vodafone shares in Q1 2024, an estimated $322.
  • Global Wealth Management Investment Advisory first reported a position in Vodafone in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's Vodafone position peaked at $1.59M in Q4 2018.
  • 507 funds tracked by Wall St. Rank held Vodafone as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.