Waldron Private Wealth’s Vodafone VOD Stock Holding History

Waldron Private Wealth’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
2023 Q1	–	Sell	-20,000	Closed	-$22K	–	441
2022 Q4	$22K	Buy	+20,000	New	+$225K	﹤0.01%	366
2021 Q3	–	Sell	-26,100	Closed	-$447K	–	374
2021 Q2	$447K	Buy	+26,100	New	+$489K	0.03%	224

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

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

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

IPAM

ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return

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

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Waldron Private Wealth's VOD Position: Q1 2023 in Review

Waldron Private Wealth sold out of Vodafone (VOD) in Q1 2023, closing a stake of 20,000 shares — an estimated $22K sold.

Waldron Private Wealth first reported a position in VOD in Q2 2021 and held it in 2 quarters. The position peaked at $447K in Q2 2021. 532 funds tracked by Wall St. Rank hold VOD as of Q1 2023.

Waldron Private Wealth reported no remaining Vodafone position as of Q1 2023 after selling out during the quarter.
Waldron Private Wealth sold 20,000 Vodafone shares in Q1 2023, an estimated $22K.
Waldron Private Wealth first reported a position in Vodafone in Q2 2021 and held it in 2 quarters.
Waldron Private Wealth's Vodafone position peaked at $447K in Q2 2021.
532 funds tracked by Wall St. Rank held Vodafone as of Q1 2023.

Based on Waldron Private Wealth's 13F filing for Q1 2023, filed 2 May 2023.