Abound Wealth Management’s Telefonica TEF Stock Holding History

Abound Wealth Management’s Portfolio TEF Stock Details TEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-75	Closed	-$306	–	1397
2023 Q3	$306	Hold	75	–	–	﹤0.01%	1010
2023 Q2	$303	Buy	+75	New	+$318	﹤0.01%	1042

Other funds holding TEF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Abound Wealth Management's TEF Position: Q4 2023 in Review

Abound Wealth Management sold out of Telefonica (TEF) in Q4 2023, closing a stake of 75 shares — an estimated $306 sold.

Abound Wealth Management first reported a position in TEF in Q2 2023 and held it in 2 quarters. The position peaked at $306 in Q3 2023. 230 funds tracked by Wall St. Rank hold TEF as of Q4 2023.

Abound Wealth Management reported no remaining Telefonica position as of Q4 2023 after selling out during the quarter.
Abound Wealth Management sold 75 Telefonica shares in Q4 2023, an estimated $306.
Abound Wealth Management first reported a position in Telefonica in Q2 2023 and held it in 2 quarters.
Abound Wealth Management's Telefonica position peaked at $306 in Q3 2023.
230 funds tracked by Wall St. Rank held Telefonica as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.