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Morton Brown Family Wealth’s Vodafone VOD Stock Holding History

Morton Brown Family 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
-403
Closed -$5K – 222
2022
Q3 		$5K Buy
+403
New +$5.63K ﹤0.01% 147

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T. Rowe Price Associates
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morton Brown Family Wealth's VOD Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of Vodafone (VOD) in Q4 2022, closing a stake of 403 shares — an estimated $5K sold.

Morton Brown Family Wealth first reported a position in VOD in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 534 funds tracked by Wall St. Rank hold VOD as of Q4 2022.

  • Morton Brown Family Wealth reported no remaining Vodafone position as of Q4 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 403 Vodafone shares in Q4 2022, an estimated $5K.
  • Morton Brown Family Wealth first reported a position in Vodafone in Q3 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Vodafone position peaked at $5K in Q3 2022.
  • 534 funds tracked by Wall St. Rank held Vodafone as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.