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Wealthspire Advisors (Maryland)’s Vodafone VOD Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-19,877
Closed -$317K – 550
2020
Q2 		$317K Buy
19,877
+1,028
+5% +$15.5K 0.02% 332
2020
Q1 		$260K Sell
18,849
-911
-5% -$16.3K 0.02% 334
2019
Q4 		$382K Buy
19,760
+56
+0.3% +$1.12K 0.03% 321
2019
Q3 		$392K Buy
19,704
+1,506
+8% +$27.3K 0.03% 298
2019
Q2 		$297K Sell
18,198
-1,253
-6% -$21.6K 0.02% 353
2019
Q1 		$354K Sell
19,451
-727
-4% -$13.5K 0.03% 317
2018
Q4 		$389K Sell
20,178
-1,209
-6% -$24.1K 0.03% 267
2018
Q3 		$464K Sell
21,387
-1,259
-6% -$29.3K 0.04% 261
2018
Q2 		$551K Sell
22,646
-722
-3% -$19.7K 0.05% 218
2018
Q1 		$650K Sell
23,368
-1,386
-6% -$41.3K 0.06% 200
2017
Q4 		$790K Sell
24,754
-2,895
-10% -$86.8K 0.08% 165
2017
Q3 		$787K Sell
27,649
-228
-0.8% -$6.6K 0.09% 154
2017
Q2 		$801K Buy
27,877
+24,015
+622% +$669K 0.09% 143
2017
Q1 		$102K Buy
3,862
+1,571
+69% +$40.2K 0.01% 599
2016
Q4 		$56K Sell
2,291
-199
-8% -$5.24K 0.01% 739
2016
Q3 		$73K Sell
2,490
-19
-0.8% -$579 0.01% 670
2016
Q2 		$78K Buy
2,509
+285
+13% +$9.25K 0.01% 604
2016
Q1 		$71K Buy
2,224
+71
+3% +$2.21K 0.01% 613
2015
Q4 		$69K Buy
+2,153
New +$70.3K 0.01% 627

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VOD Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Vodafone (VOD) in Q3 2020, closing a stake of 19,877 shares — an estimated $317K sold.

Wealthspire Advisors (Maryland) first reported a position in VOD in Q4 2015 and held it in 19 quarters. The position peaked at $801K in Q2 2017. 504 funds tracked by Wall St. Rank hold VOD as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Vodafone position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 19,877 Vodafone shares in Q3 2020, an estimated $317K.
  • Wealthspire Advisors (Maryland) first reported a position in Vodafone in Q4 2015 and held it in 19 quarters.
  • Wealthspire Advisors (Maryland)'s Vodafone position peaked at $801K in Q2 2017.
  • 504 funds tracked by Wall St. Rank held Vodafone as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.