Sonora Investment Management’s Vanguard Communication Services ETF VOX Stock Holding History

Sonora Investment Management’s Portfolio VOX Stock Details VOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-28	Closed	-$3K	–	1793
2020 Q3	$3K	Hold	28	–	–	﹤0.01%	1592
2020 Q2	$3K	Hold	28	–	–	﹤0.01%	1532
2020 Q1	$2K	Hold	28	–	–	﹤0.01%	1499
2019 Q4	$3K	Buy	+28	New	+$2.53K	﹤0.01%	1540

Other funds holding VOX

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sonora Investment Management's VOX Position: Q4 2020 in Review

Sonora Investment Management sold out of Vanguard Communication Services ETF (VOX) in Q4 2020, closing a stake of 28 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in VOX in Q4 2019 and held it in 4 quarters. The position peaked at $3K in Q3 2020. 271 funds tracked by Wall St. Rank hold VOX as of Q4 2020.

Sonora Investment Management reported no remaining Vanguard Communication Services ETF position as of Q4 2020 after selling out during the quarter.
Sonora Investment Management sold 28 Vanguard Communication Services ETF shares in Q4 2020, an estimated $3K.
Sonora Investment Management first reported a position in Vanguard Communication Services ETF in Q4 2019 and held it in 4 quarters.
Sonora Investment Management's Vanguard Communication Services ETF position peaked at $3K in Q3 2020.
271 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.