AWM
TEF

Aprio Wealth Management’s Telefonica TEF Stock Holding History

Aprio 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
2024
Q4 		– Sell
-14,483
Closed -$70.4K – 326
2024
Q3 		$70.4K Sell
14,483
-1,072
-7% -$4.87K 0.01% 286
2024
Q2 		$65.5K Buy
15,555
+2,237
+17% +$9.88K 0.01% 258
2024
Q1 		$58.7K Buy
+13,318
New +$54.7K 0.01% 240
2023
Q4 		– Sell
-12,808
Closed -$52.1K – 214
2023
Q3 		$52.1K Buy
+12,808
New +$51.9K 0.01% 179

Other funds holding TEF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Aprio Wealth Management's TEF Position: Q4 2024 in Review

Aprio Wealth Management sold out of Telefonica (TEF) in Q4 2024, closing a stake of 14,483 shares — an estimated $70.4K sold.

Aprio Wealth Management first reported a position in TEF in Q3 2023 and held it in 4 quarters. The position peaked at $70.4K in Q3 2024. 243 funds tracked by Wall St. Rank hold TEF as of Q4 2024.

  • Aprio Wealth Management reported no remaining Telefonica position as of Q4 2024 after selling out during the quarter.
  • Aprio Wealth Management sold 14,483 Telefonica shares in Q4 2024, an estimated $70.4K.
  • Aprio Wealth Management first reported a position in Telefonica in Q3 2023 and held it in 4 quarters.
  • Aprio Wealth Management's Telefonica position peaked at $70.4K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Telefonica as of Q4 2024.

Based on Aprio Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.