Marcum Wealth’s Vodafone VOD Stock Holding History

Marcum Wealth’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	-12,932	Closed	-$147K	–	400
2022 Q3	$147K	Sell	12,932 -601	-4%	-$8.39K	0.02%	306
2022 Q2	$211K	Buy	13,533 +2,950	+28%	+$47.1K	0.03%	295
2022 Q1	$176K	Buy	+10,583	New	+$180K	0.02%	322
2021 Q4	–	Sell	-10,850	Closed	-$168K	–	408
2021 Q3	$168K	Buy	10,850 +27	+0.2%	+$447	0.03%	313
2021 Q2	$185K	Buy	10,823 +60	+0.6%	+$1.12K	0.03%	283
2021 Q1	$198K	Buy	+10,763	New	+$195K	0.03%	281

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

Marcum Wealth's VOD Position: Q4 2022 in Review

Marcum Wealth sold out of Vodafone (VOD) in Q4 2022, closing a stake of 12,932 shares — an estimated $147K sold.

Marcum Wealth first reported a position in VOD in Q1 2021 and held it in 6 quarters. The position peaked at $211K in Q2 2022. 534 funds tracked by Wall St. Rank hold VOD as of Q4 2022.

Marcum Wealth reported no remaining Vodafone position as of Q4 2022 after selling out during the quarter.
Marcum Wealth sold 12,932 Vodafone shares in Q4 2022, an estimated $147K.
Marcum Wealth first reported a position in Vodafone in Q1 2021 and held it in 6 quarters.
Marcum Wealth's Vodafone position peaked at $211K in Q2 2022.
534 funds tracked by Wall St. Rank held Vodafone as of Q4 2022.

Based on Marcum Wealth's 13F filing for Q4 2022, filed 12 Jan 2023.