Optimum Investment Advisors’s Vodafone VOD Stock Holding History

Optimum Investment Advisors’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
2023 Q4	–	Sell	-835	Closed	-$7.92K	–	726
2023 Q3	$7.92K	Hold	835	–	–	﹤0.01%	565
2023 Q2	$7.89K	Hold	835	–	–	﹤0.01%	571
2023 Q1	$9.22K	Hold	835	–	–	﹤0.01%	574
2022 Q4	$8.45K	Hold	835	–	–	﹤0.01%	585
2022 Q3	$9K	Hold	835	–	–	﹤0.01%	601
2022 Q2	$13K	Hold	835	–	–	0.01%	577
2022 Q1	$14K	Hold	835	–	–	0.01%	613
2021 Q4	$12K	Hold	835	–	–	﹤0.01%	666
2021 Q3	$13K	Sell	835 -1,000	-54%	-$16.5K	0.01%	653
2021 Q2	$31K	Hold	1,835	–	–	0.01%	597
2021 Q1	$34K	Hold	1,835	–	–	0.01%	581
2020 Q4	$30K	Hold	1,835	–	–	0.01%	562
2020 Q3	$25K	Hold	1,835	–	–	0.01%	570
2020 Q2	$29K	Hold	1,835	–	–	0.01%	540
2020 Q1	$25K	Sell	1,835 -538	-23%	-$9.61K	0.01%	537
2019 Q4	$46K	Sell	2,373 -209	-8%	-$4.17K	0.01%	528
2019 Q3	$51K	Buy	2,582 +538	+26%	+$9.75K	0.02%	513
2019 Q2	$33K	Hold	2,044	–	–	0.01%	595
2019 Q1	$37K	Hold	2,044	–	–	0.01%	571
2018 Q4	$39K	Hold	2,044	–	–	0.01%	505
2018 Q3	$44K	Buy	2,044 +623	+44%	+$14.5K	0.01%	554
2018 Q2	$35K	Hold	1,421	–	–	0.01%	607
2018 Q1	$40K	Buy	+1,421	New	+$42.3K	0.01%	567
2015 Q1	$41K	Buy	1,261 +251	+25%	+$8.63K	0.01%	555
2014 Q4	$35K	Hold	1,010	–	–	0.01%	589
2014 Q3	$36K	Hold	1,010	–	–	0.01%	534
2014 Q2	$34K	Buy	+1,010	New	+$35.8K	0.01%	557

Other funds holding VOD

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

AACR

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IPAM

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

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

AGA

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Optimum Investment Advisors's VOD Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Vodafone (VOD) in Q4 2023, closing a stake of 835 shares — an estimated $7.92K sold.

Optimum Investment Advisors first reported a position in VOD in Q2 2014 and held it in 27 quarters. The position peaked at $51K in Q3 2019. 513 funds tracked by Wall St. Rank hold VOD as of Q4 2023.

Optimum Investment Advisors reported no remaining Vodafone position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 835 Vodafone shares in Q4 2023, an estimated $7.92K.
Optimum Investment Advisors first reported a position in Vodafone in Q2 2014 and held it in 27 quarters.
Optimum Investment Advisors's Vodafone position peaked at $51K in Q3 2019.
513 funds tracked by Wall St. Rank held Vodafone as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.