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Regent Peak Wealth Advisors’s Vodafone VOD Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-262
Closed -$4K – 971
2020
Q4 		$4K Buy
+262
New +$4.1K ﹤0.01% 719

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regent Peak Wealth Advisors's VOD Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Vodafone (VOD) in Q1 2021, closing a stake of 262 shares — an estimated $4K sold.

Regent Peak Wealth Advisors first reported a position in VOD in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 528 funds tracked by Wall St. Rank hold VOD as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Vodafone position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 262 Vodafone shares in Q1 2021, an estimated $4K.
  • Regent Peak Wealth Advisors first reported a position in Vodafone in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Vodafone position peaked at $4K in Q4 2020.
  • 528 funds tracked by Wall St. Rank held Vodafone as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.