AWA
TEF

Arkadios Wealth Advisors’s Telefonica TEF Stock Holding History

Arkadios 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
2021
Q4 		– Sell
-1,072
Closed -$4K – 1653
2021
Q3 		$4K Hold
1,072
– – ﹤0.01% 1669
2021
Q2 		$4K Buy
+1,072
New +$4.64K ﹤0.01% 1784

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Arkadios Wealth Advisors's TEF Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Telefonica (TEF) in Q4 2021, closing a stake of 1,072 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in TEF in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 224 funds tracked by Wall St. Rank hold TEF as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Telefonica position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,072 Telefonica shares in Q4 2021, an estimated $4K.
  • Arkadios Wealth Advisors first reported a position in Telefonica in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Telefonica position peaked at $4K in Q3 2021.
  • 224 funds tracked by Wall St. Rank held Telefonica as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.