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WMG Financial Advisors’s Vodafone VOD Stock Holding History

WMG Financial 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
2023
Q1 		– Sell
-13,125
Closed -$133K – 145
2022
Q4 		$133K Hold
13,125
– – 0.11% 127
2022
Q3 		$148K Hold
13,125
– – 0.13% 129
2022
Q2 		$206K Sell
13,125
-1,000
-7% -$16K 0.18% 130
2022
Q1 		$237K Hold
14,125
– – 0.17% 143
2021
Q4 		$211K Buy
+14,125
New +$216K 0.16% 164

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

WMG Financial Advisors's VOD Position: Q1 2023 in Review

WMG Financial Advisors sold out of Vodafone (VOD) in Q1 2023, closing a stake of 13,125 shares — an estimated $133K sold.

WMG Financial Advisors first reported a position in VOD in Q4 2021 and held it in 5 quarters. The position peaked at $237K in Q1 2022. 532 funds tracked by Wall St. Rank hold VOD as of Q1 2023.

  • WMG Financial Advisors reported no remaining Vodafone position as of Q1 2023 after selling out during the quarter.
  • WMG Financial Advisors sold 13,125 Vodafone shares in Q1 2023, an estimated $133K.
  • WMG Financial Advisors first reported a position in Vodafone in Q4 2021 and held it in 5 quarters.
  • WMG Financial Advisors's Vodafone position peaked at $237K in Q1 2022.
  • 532 funds tracked by Wall St. Rank held Vodafone as of Q1 2023.

Based on WMG Financial Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.