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MPS Loria Financial Planners’s Vodafone VOD Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-95
Closed -$1K – 548
2021
Q1 		$1K Buy
95
+2
+2% +$36 ﹤0.01% 540
2020
Q4 		$2K Hold
93
– – ﹤0.01% 493
2020
Q3 		$1K Buy
93
+3
+3% +$45 ﹤0.01% 315
2020
Q2 		$1K Buy
+90
New +$1.36K ﹤0.01% 323
2017
Q3 		– Sell
-234
Closed -$7K – 331
2017
Q2 		$7K Buy
+234
New +$6.51K ﹤0.01% 316

Other funds holding VOD

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MPS Loria Financial Planners's VOD Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Vodafone (VOD) in Q2 2021, closing a stake of 95 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in VOD in Q2 2017 and held it in 5 quarters. The position peaked at $7K in Q2 2017. 537 funds tracked by Wall St. Rank hold VOD as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Vodafone position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 95 Vodafone shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Vodafone in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Vodafone position peaked at $7K in Q2 2017.
  • 537 funds tracked by Wall St. Rank held Vodafone as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.