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Okabena Investment Services’s Vanguard Communication Services ETF VOX Stock Holding History

Okabena Investment Services’s Portfolio VOX Stock Details VOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,251
Closed -$171K – 87
2020
Q1 		$171K Hold
2,251
– – 0.19% 63
2019
Q4 		$211K Buy
+2,251
New +$203K 0.2% 55

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Okabena Investment Services's VOX Position: Q2 2020 in Review

Okabena Investment Services sold out of Vanguard Communication Services ETF (VOX) in Q2 2020, closing a stake of 2,251 shares — an estimated $171K sold.

Okabena Investment Services first reported a position in VOX in Q4 2019 and held it in 2 quarters. The position peaked at $211K in Q4 2019. 233 funds tracked by Wall St. Rank hold VOX as of Q2 2020.

  • Okabena Investment Services reported no remaining Vanguard Communication Services ETF position as of Q2 2020 after selling out during the quarter.
  • Okabena Investment Services sold 2,251 Vanguard Communication Services ETF shares in Q2 2020, an estimated $171K.
  • Okabena Investment Services first reported a position in Vanguard Communication Services ETF in Q4 2019 and held it in 2 quarters.
  • Okabena Investment Services's Vanguard Communication Services ETF position peaked at $211K in Q4 2019.
  • 233 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2020.

Based on Okabena Investment Services's 13F filing for Q2 2020, filed 10 Aug 2020.