OneAscent Wealth Management’s Vodafone VOD Stock Holding History

OneAscent Wealth Management’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 Q1	–	Sell	-13,426	Closed	-$200K	–	235
2021 Q4	$200K	Buy	13,426 +1,230	+10%	+$18.8K	0.5%	77
2021 Q3	$188K	Buy	+12,196	New	+$202K	0.21%	99
2021 Q1	$442K	Buy	23,974 +1,607	+7%	+$29.1K	0.19%	130
2020 Q4	$369K	Buy	+22,367	New	+$350K	0.17%	143

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OneAscent Wealth Management's VOD Position: Q1 2022 in Review

OneAscent Wealth Management sold out of Vodafone (VOD) in Q1 2022, closing a stake of 13,426 shares — an estimated $200K sold.

OneAscent Wealth Management first reported a position in VOD in Q4 2020 and held it in 4 quarters. The position peaked at $442K in Q1 2021. 555 funds tracked by Wall St. Rank hold VOD as of Q1 2022.

OneAscent Wealth Management reported no remaining Vodafone position as of Q1 2022 after selling out during the quarter.
OneAscent Wealth Management sold 13,426 Vodafone shares in Q1 2022, an estimated $200K.
OneAscent Wealth Management first reported a position in Vodafone in Q4 2020 and held it in 4 quarters.
OneAscent Wealth Management's Vodafone position peaked at $442K in Q1 2021.
555 funds tracked by Wall St. Rank held Vodafone as of Q1 2022.

Based on OneAscent Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.