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Juncture Wealth Strategies’s Vodafone VOD Stock Holding History

Juncture Wealth Strategies’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
2023
Q2 		– Sell
-22,100
Closed -$244K – 121
2023
Q1 		$244K Buy
+22,100
New +$252K 0.12% 100
2022
Q4 		– Sell
-11,000
Closed -$125K – 115
2022
Q3 		$125K Buy
+11,000
New +$154K 0.06% 103
2019
Q1 		– Sell
-10,100
Closed -$195K – 133
2018
Q4 		$195K Sell
10,100
-10,800
-52% -$216K 0.13% 103
2018
Q3 		$454K Sell
20,900
-2,500
-11% -$58.1K 0.24% 79
2018
Q2 		$569K Buy
23,400
+100
+0.4% +$2.73K 0.3% 66
2018
Q1 		$648K Sell
23,300
-800
-3% -$23.8K 0.36% 62
2017
Q4 		$769K Buy
24,100
+3,800
+19% +$114K 0.43% 59
2017
Q3 		$578K Buy
20,300
+2,500
+14% +$72.3K 0.32% 65
2017
Q2 		$511K Sell
17,800
-7,600
-30% -$212K 0.29% 68
2017
Q1 		$671K Buy
25,400
+6,100
+32% +$156K 0.41% 58
2016
Q4 		$471K Sell
19,300
-8,300
-30% -$218K 0.33% 65
2016
Q3 		$805K Buy
27,600
+300
+1% +$9.14K 0.54% 45
2016
Q2 		$843K Buy
27,300
+2,000
+8% +$64.9K 0.6% 43
2016
Q1 		$811K Buy
25,300
+400
+2% +$12.5K 0.6% 43
2015
Q4 		$803K Buy
24,900
+1,100
+5% +$35.9K 0.6% 44
2015
Q3 		$755K Buy
23,800
+10,200
+75% +$363K 0.61% 43
2015
Q2 		$496K Sell
13,600
-1,200
-8% -$43.2K 0.4% 57
2015
Q1 		$484K Buy
+14,800
New +$509K 0.4% 56

Other funds holding VOD

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Juncture Wealth Strategies's VOD Position: Q2 2023 in Review

Juncture Wealth Strategies sold out of Vodafone (VOD) in Q2 2023, closing a stake of 22,100 shares — an estimated $244K sold.

Juncture Wealth Strategies first reported a position in VOD in Q1 2015 and held it in 18 quarters. The position peaked at $843K in Q2 2016. 513 funds tracked by Wall St. Rank hold VOD as of Q2 2023.

  • Juncture Wealth Strategies reported no remaining Vodafone position as of Q2 2023 after selling out during the quarter.
  • Juncture Wealth Strategies sold 22,100 Vodafone shares in Q2 2023, an estimated $244K.
  • Juncture Wealth Strategies first reported a position in Vodafone in Q1 2015 and held it in 18 quarters.
  • Juncture Wealth Strategies's Vodafone position peaked at $843K in Q2 2016.
  • 513 funds tracked by Wall St. Rank held Vodafone as of Q2 2023.

Based on Juncture Wealth Strategies's 13F filing for Q2 2023, filed 12 Jul 2023.