Altium Wealth Management’s Telefonica TEF Stock Holding History

Altium 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
2022 Q2	$167K	Sell	32,466 -1,127	-3%	-$5.51K	0.01%	353
2022 Q1	$156K	Sell	33,593 -5,870	-15%	-$26.1K	0.01%	360
2021 Q4	$162K	Sell	39,463 -6,966	-15%	-$29.1K	0.01%	374
2021 Q3	$204K	Sell	46,429 -1,514	-3%	-$6.73K	0.01%	358
2021 Q2	$210K	Sell	47,943 -19,869	-29%	-$86K	0.02%	358
2021 Q1	$273K	Sell	67,812 -11,969	-15%	-$48.7K	0.02%	314
2020 Q4	$286K	Buy	79,781 +3,236	+4%	+$10.9K	0.03%	292
2020 Q3	$222K	Sell	76,545 -12,993	-15%	-$45.7K	0.02%	305
2020 Q2	$363K	Buy	89,538 +32,620	+57%	+$126K	0.04%	240
2020 Q1	$210K	Buy	+56,918	New	+$282K	0.03%	292

Other funds holding TEF

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

Altium Wealth Management's TEF Position: Q2 2022 in Review

Altium Wealth Management reduced its Telefonica (TEF) stake by 3.4% in Q2 2022, selling an estimated $5.51K and leaving 32,466 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #353.

Altium Wealth Management first reported a position in TEF in Q1 2020 and has held it in 10 quarters since. The position peaked at $363K in Q2 2020. 214 funds tracked by Wall St. Rank hold TEF as of Q2 2022.

Altium Wealth Management held 32,466 shares of Telefonica worth $167K as of Q2 2022.
Altium Wealth Management sold 1,127 Telefonica shares in Q2 2022, an estimated $5.51K.
Telefonica made up 0.01% of Altium Wealth Management's portfolio in Q2 2022, its #353 holding.
Altium Wealth Management first reported a position in Telefonica in Q1 2020 and has held it in 10 quarters since.
Altium Wealth Management's Telefonica position peaked at $363K in Q2 2020.
214 funds tracked by Wall St. Rank held Telefonica as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.