JWM
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Jeppson Wealth Management’s Vodafone VOD Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-2,050
Closed -$28K – 448
2020
Q3 		$28K Buy
+2,050
New +$30.9K 0.02% 300

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jeppson Wealth Management's VOD Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Vodafone (VOD) in Q4 2020, closing a stake of 2,050 shares — an estimated $28K sold.

Jeppson Wealth Management first reported a position in VOD in Q3 2020 and held it in 1 quarter. The position peaked at $28K in Q3 2020. 535 funds tracked by Wall St. Rank hold VOD as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Vodafone position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 2,050 Vodafone shares in Q4 2020, an estimated $28K.
  • Jeppson Wealth Management first reported a position in Vodafone in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Vodafone position peaked at $28K in Q3 2020.
  • 535 funds tracked by Wall St. Rank held Vodafone as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.