Arete Wealth Advisors’s Telefonica TEF Stock Holding History

Arete Wealth Advisors’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	-12,540	Closed	-$51K	–	771
2023 Q3	$51K	Sell	12,540 -635	-5%	-$2.57K	0.01%	480
2023 Q2	$53K	Buy	13,175 +635	+5%	+$2.69K	﹤0.01%	643
2023 Q1	$54K	Buy	+12,540	New	+$49.7K	﹤0.01%	619
2022 Q4	–	Sell	-16,020	Closed	-$52K	–	705
2022 Q3	$52K	Buy	+16,020	New	+$67.9K	0.01%	556
2022 Q2	–	Sell	-17,281	Closed	-$80K	–	559
2022 Q1	$80K	Buy	17,281 +360	+2%	+$1.6K	0.01%	495
2021 Q4	$70K	Buy	+16,921	New	+$70.7K	0.01%	492
2019 Q2	–	Sell	-13,565	Closed	-$92K	–	418
2019 Q1	$92K	Buy	+13,565	New	+$94.9K	0.02%	380
2018 Q4	–	Sell	-12,496	Closed	-$79K	–	406
2018 Q3	$79K	Buy	+12,496	New	+$85.5K	0.02%	358

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

Arete Wealth Advisors's TEF Position: Q4 2023 in Review

Arete Wealth Advisors sold out of Telefonica (TEF) in Q4 2023, closing a stake of 12,540 shares — an estimated $51K sold.

Arete Wealth Advisors first reported a position in TEF in Q3 2018 and held it in 8 quarters. The position peaked at $92K in Q1 2019. 230 funds tracked by Wall St. Rank hold TEF as of Q4 2023.

Arete Wealth Advisors reported no remaining Telefonica position as of Q4 2023 after selling out during the quarter.
Arete Wealth Advisors sold 12,540 Telefonica shares in Q4 2023, an estimated $51K.
Arete Wealth Advisors first reported a position in Telefonica in Q3 2018 and held it in 8 quarters.
Arete Wealth Advisors's Telefonica position peaked at $92K in Q1 2019.
230 funds tracked by Wall St. Rank held Telefonica as of Q4 2023.

Based on Arete Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.