B. Riley Wealth Advisors’s Telefonica TEF Stock Holding History

B. Riley 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
2024 Q4	$98.8K	Sell	23,639 -28,193	-54%	-$127K	﹤0.01%	1102
2024 Q3	$248K	Sell	51,832 -210	-0.4%	-$954	0.01%	1047
2024 Q2	$228K	Buy	+52,042	New	+$230K	0.01%	1160
2015 Q1	–	Sell	-3,559	Closed	-$38	–	1836
2014 Q4	$38	Buy	+3,559	New	+$39.9K	﹤0.01%	2244
2014 Q3	–	Sell	-11,599	Closed	-$146K	–	1756
2014 Q2	$146K	Buy	+11,599	New	+$141K	0.03%	571
2013 Q4	–	Sell	-11,131	Closed	-$126K	–	716
2013 Q3	$126K	Sell	11,131 -682	-6%	-$7.05K	0.04%	481
2013 Q2	$111K	Buy	+11,813	New	+$120K	0.04%	518

Other funds holding TEF

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

B. Riley Wealth Advisors's TEF Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Telefonica (TEF) stake by 54% in Q4 2024, selling an estimated $127K and leaving 23,639 shares worth $98.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

B. Riley Wealth Advisors first reported a position in TEF in Q2 2013 and has held it in 7 quarters since. The position peaked at $248K in Q3 2024. 243 funds tracked by Wall St. Rank hold TEF as of Q4 2024.

B. Riley Wealth Advisors held 23,639 shares of Telefonica worth $98.8K as of Q4 2024.
B. Riley Wealth Advisors sold 28,193 Telefonica shares in Q4 2024, an estimated $127K.
Telefonica made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1102 holding.
B. Riley Wealth Advisors first reported a position in Telefonica in Q2 2013 and has held it in 7 quarters since.
B. Riley Wealth Advisors's Telefonica position peaked at $248K in Q3 2024.
243 funds tracked by Wall St. Rank held Telefonica as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.