BSW
TEF

Buckingham Strategic Wealth’s Telefonica TEF Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$44.9K Hold
10,675
– – ﹤0.01% 755
2024
Q1 		$47.1K Buy
+10,675
New +$43.8K ﹤0.01% 744
2023
Q3 		– Sell
-23,091
Closed -$93.1K – 713
2023
Q2 		$93.1K Buy
+23,091
New +$97.9K ﹤0.01% 669
2022
Q4 		– Sell
-20,789
Closed -$67K – 661
2022
Q3 		$67K Sell
20,789
-1,760
-8% -$7.46K ﹤0.01% 577
2022
Q2 		$116K Buy
22,549
+2,702
+14% +$13.2K ﹤0.01% 573
2022
Q1 		$92K Buy
19,847
+4,414
+29% +$19.7K ﹤0.01% 582
2021
Q4 		$63K Buy
+15,433
New +$64.4K ﹤0.01% 586

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Buckingham Strategic Wealth's TEF Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Telefonica (TEF) position steady in Q2 2024 at 10,675 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Buckingham Strategic Wealth first reported a position in TEF in Q4 2021 and has held it in 7 quarters since. The position peaked at $116K in Q2 2022. 244 funds tracked by Wall St. Rank hold TEF as of Q2 2024.

  • Buckingham Strategic Wealth held 10,675 shares of Telefonica worth $44.9K as of Q2 2024.
  • Buckingham Strategic Wealth left its Telefonica share count unchanged in Q2 2024.
  • Telefonica made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #755 holding.
  • Buckingham Strategic Wealth first reported a position in Telefonica in Q4 2021 and has held it in 7 quarters since.
  • Buckingham Strategic Wealth's Telefonica position peaked at $116K in Q2 2022.
  • 244 funds tracked by Wall St. Rank held Telefonica as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.