AWM
TEF

Avior Wealth Management’s Telefonica TEF Stock Holding History

Avior 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
2025
Q1 		– Sell
-648
Closed -$2.6K – 2170
2024
Q4 		$2.6K Sell
648
-89
-12% -$401 ﹤0.01% 2064
2024
Q3 		$3.58K Buy
737
+89
+14% +$405 ﹤0.01% 1876
2024
Q2 		$2.73K Sell
648
-715
-52% -$3.16K ﹤0.01% 1882
2024
Q1 		$6.01K Buy
+1,363
New +$5.6K ﹤0.01% 2027
2021
Q1 		– Sell
-3,256
Closed -$11K – 1137
2020
Q4 		$11K Buy
+3,256
New +$11K ﹤0.01% 702
2020
Q3 		– Sell
-238
Closed -$838 – 1020
2020
Q2 		$0 Buy
+238
New +$922 ﹤0.01% 989

Other funds holding TEF

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Avior Wealth Management's TEF Position: Q1 2025 in Review

Avior Wealth Management sold out of Telefonica (TEF) in Q1 2025, closing a stake of 648 shares — an estimated $2.6K sold.

Avior Wealth Management first reported a position in TEF in Q2 2020 and held it in 6 quarters. The position peaked at $11K in Q4 2020. 242 funds tracked by Wall St. Rank hold TEF as of Q1 2025.

  • Avior Wealth Management reported no remaining Telefonica position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 648 Telefonica shares in Q1 2025, an estimated $2.6K.
  • Avior Wealth Management first reported a position in Telefonica in Q2 2020 and held it in 6 quarters.
  • Avior Wealth Management's Telefonica position peaked at $11K in Q4 2020.
  • 242 funds tracked by Wall St. Rank held Telefonica as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.