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Polaris Wealth Advisory Group’s Vodafone VOD Stock Holding History

Polaris Wealth Advisory Group’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
2020
Q1 		– Sell
-173,898
Closed -$3.53M – 180
2019
Q4 		$3.53M Buy
+173,898
New +$3.47M 0.24% 78

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polaris Wealth Advisory Group's VOD Position: Q1 2020 in Review

Polaris Wealth Advisory Group sold out of Vodafone (VOD) in Q1 2020, closing a stake of 173,898 shares — an estimated $3.53M sold.

Polaris Wealth Advisory Group first reported a position in VOD in Q4 2019 and held it in 1 quarter. The position peaked at $3.53M in Q4 2019. 518 funds tracked by Wall St. Rank hold VOD as of Q1 2020.

  • Polaris Wealth Advisory Group reported no remaining Vodafone position as of Q1 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 173,898 Vodafone shares in Q1 2020, an estimated $3.53M.
  • Polaris Wealth Advisory Group first reported a position in Vodafone in Q4 2019 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Vodafone position peaked at $3.53M in Q4 2019.
  • 518 funds tracked by Wall St. Rank held Vodafone as of Q1 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2020, filed 9 Apr 2020.