SFMG Wealth Advisors’s Vodafone VOD Stock Holding History

SFMG 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
2022 Q3	–	Sell	-13,307	Closed	-$207K	–	274
2022 Q2	$207K	Buy	13,307 +871	+7%	+$13.9K	0.02%	234
2022 Q1	$207K	Sell	12,436 -69,238	-85%	-$1.18M	0.02%	270
2021 Q4	$1.22M	Sell	81,674 -84,178	-51%	-$1.28M	0.12%	89
2021 Q3	$2.56M	Buy	165,852 +22,588	+16%	+$374K	0.28%	51
2021 Q2	$2.45M	Buy	143,264 +30,704	+27%	+$575K	0.27%	46
2021 Q1	$2.07M	Buy	+112,560	New	+$2.03M	0.24%	56

Other funds holding VOD

Renaissance Technologies New York $63.9B AUM 45.56% 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 $7.04B AUM 28% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SFMG Wealth Advisors's VOD Position: Q3 2022 in Review

SFMG Wealth Advisors sold out of Vodafone (VOD) in Q3 2022, closing a stake of 13,307 shares — an estimated $207K sold.

SFMG Wealth Advisors first reported a position in VOD in Q1 2021 and held it in 6 quarters. The position peaked at $2.56M in Q3 2021. 539 funds tracked by Wall St. Rank hold VOD as of Q3 2022.

SFMG Wealth Advisors reported no remaining Vodafone position as of Q3 2022 after selling out during the quarter.
SFMG Wealth Advisors sold 13,307 Vodafone shares in Q3 2022, an estimated $207K.
SFMG Wealth Advisors first reported a position in Vodafone in Q1 2021 and held it in 6 quarters.
SFMG Wealth Advisors's Vodafone position peaked at $2.56M in Q3 2021.
539 funds tracked by Wall St. Rank held Vodafone as of Q3 2022.

Based on SFMG Wealth Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.