Summit Wealth & Retirement Planning’s Vodafone VOD Stock Holding History

Summit Wealth & Retirement Planning’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
2019 Q4	–	Sell	-46,662	Closed	-$929K	–	129
2019 Q3	$929K	Buy	46,662 +5,375	+13%	+$97.4K	0.56%	43
2019 Q2	$674K	Sell	41,287 -4,351	-10%	-$74.8K	0.39%	61
2019 Q1	$830K	Buy	45,638 +338	+0.7%	+$6.27K	0.49%	50
2018 Q4	$873K	Buy	+45,300	New	+$905K	0.66%	38

Other funds holding VOD

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Summit Wealth & Retirement Planning's VOD Position: Q4 2019 in Review

Summit Wealth & Retirement Planning sold out of Vodafone (VOD) in Q4 2019, closing a stake of 46,662 shares — an estimated $929K sold.

Summit Wealth & Retirement Planning first reported a position in VOD in Q4 2018 and held it in 4 quarters. The position peaked at $929K in Q3 2019. 559 funds tracked by Wall St. Rank hold VOD as of Q4 2019.

Summit Wealth & Retirement Planning reported no remaining Vodafone position as of Q4 2019 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 46,662 Vodafone shares in Q4 2019, an estimated $929K.
Summit Wealth & Retirement Planning first reported a position in Vodafone in Q4 2018 and held it in 4 quarters.
Summit Wealth & Retirement Planning's Vodafone position peaked at $929K in Q3 2019.
559 funds tracked by Wall St. Rank held Vodafone as of Q4 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2019, filed 10 Feb 2020.