Icon Wealth Partners’s Vodafone VOD Stock Holding History

Icon Wealth Partners’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 Q2	$193K	Buy	12,388 +368	+3%	+$5.88K	0.02%	290
2022 Q1	$200K	Sell	12,020 -79	-0.7%	-$1.35K	0.02%	322
2021 Q4	$181K	Buy	12,099 +85	+0.7%	+$1.3K	0.02%	318
2021 Q3	$186K	Sell	12,014 -247	-2%	-$4.09K	0.02%	334
2021 Q2	$210K	Buy	12,261 +567	+5%	+$10.6K	0.02%	338
2021 Q1	$216K	Buy	11,694 +381	+3%	+$6.89K	0.03%	316
2020 Q4	$186K	Buy	11,313 +1,094	+11%	+$17.1K	0.03%	270
2020 Q3	$137K	Buy	+10,219	New	+$154K	0.03%	247
2020 Q2	–	Sell	-10,653	Closed	-$147K	–	268
2020 Q1	$147K	Buy	+10,653	New	+$190K	0.06%	145
2019 Q2	–	Sell	-11,300	Closed	-$205K	–	752
2019 Q1	$205K	Sell	11,300 -2,097	-16%	-$38.9K	0.08%	146
2018 Q4	$258K	Sell	13,397 -2,310	-15%	-$46.1K	0.12%	120
2018 Q3	$341K	Buy	15,707 +1,573	+11%	+$36.6K	0.14%	120
2018 Q2	$344K	Hold	14,134	–	–	0.14%	109
2018 Q1	$393K	Sell	14,134 -1,563	-10%	-$46.6K	0.21%	105
2017 Q4	$501K	Buy	+15,697	New	+$470K	0.25%	87

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

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

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

Icon Wealth Partners's VOD Position: Q2 2022 in Review

Icon Wealth Partners increased its Vodafone (VOD) stake by 3.1% in Q2 2022, buying an estimated $5.88K and bringing the position to 12,388 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #290.

Icon Wealth Partners first reported a position in VOD in Q4 2017 and has held it in 15 quarters since. The position peaked at $501K in Q4 2017. 555 funds tracked by Wall St. Rank hold VOD as of Q2 2022.

Icon Wealth Partners held 12,388 shares of Vodafone worth $193K as of Q2 2022.
Icon Wealth Partners bought 368 Vodafone shares in Q2 2022, an estimated $5.88K.
Vodafone made up 0.02% of Icon Wealth Partners's portfolio in Q2 2022, its #290 holding.
Icon Wealth Partners first reported a position in Vodafone in Q4 2017 and has held it in 15 quarters since.
Icon Wealth Partners's Vodafone position peaked at $501K in Q4 2017.
555 funds tracked by Wall St. Rank held Vodafone as of Q2 2022.

Based on Icon Wealth Partners's 13F filing for Q2 2022, filed 19 Jul 2022.