BAM
TEF

Belpointe Asset Management’s Telefonica TEF Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-24,641
Closed -$105K – 3090
2023
Q1 		$105K Buy
24,641
+423
+2% +$1.68K 0.01% 1268
2022
Q4 		$86.5K Buy
+24,218
New +$84.6K 0.01% 1317
2022
Q3 		– Sell
-23,878
Closed -$122K – 1232
2022
Q2 		$122K Sell
23,878
-3
-0% -$15 0.01% 1029
2022
Q1 		$111K Buy
+23,881
New +$106K 0.01% 1169

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
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
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Belpointe Asset Management's TEF Position: Q2 2023 in Review

Belpointe Asset Management sold out of Telefonica (TEF) in Q2 2023, closing a stake of 24,641 shares — an estimated $105K sold.

Belpointe Asset Management first reported a position in TEF in Q1 2022 and held it in 4 quarters. The position peaked at $122K in Q2 2022. 201 funds tracked by Wall St. Rank hold TEF as of Q2 2023.

  • Belpointe Asset Management reported no remaining Telefonica position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 24,641 Telefonica shares in Q2 2023, an estimated $105K.
  • Belpointe Asset Management first reported a position in Telefonica in Q1 2022 and held it in 4 quarters.
  • Belpointe Asset Management's Telefonica position peaked at $122K in Q2 2022.
  • 201 funds tracked by Wall St. Rank held Telefonica as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.