Cassady Schiller Wealth Management’s Telefonica TEF Stock Holding History

Cassady Schiller 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
2024 Q4	$486	Hold	121	–	–	﹤0.01%	990
2024 Q3	$588	Hold	121	–	–	﹤0.01%	437
2024 Q2	$509	Hold	121	–	–	﹤0.01%	446
2024 Q1	$534	Hold	121	–	–	﹤0.01%	474
2023 Q4	$472	Hold	121	–	–	﹤0.01%	421
2023 Q3	$492	Hold	121	–	–	﹤0.01%	435
2023 Q2	$488	Hold	121	–	–	﹤0.01%	453
2023 Q1	$518	Hold	121	–	–	﹤0.01%	432
2022 Q4	$432	Buy	+121	New	+$423	﹤0.01%	452
2022 Q1	–	Sell	-122	Closed	-$1K	–	545
2021 Q4	$1K	Buy	+122	New	+$509	﹤0.01%	506

Other funds holding TEF

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Cassady Schiller Wealth Management's TEF Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Telefonica (TEF) position steady in Q4 2024 at 121 shares worth $486. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Cassady Schiller Wealth Management first reported a position in TEF in Q4 2021 and has held it in 10 quarters since. The position peaked at $1K in Q4 2021. 243 funds tracked by Wall St. Rank hold TEF as of Q4 2024.

Cassady Schiller Wealth Management held 121 shares of Telefonica worth $486 as of Q4 2024.
Cassady Schiller Wealth Management left its Telefonica share count unchanged in Q4 2024.
Telefonica made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #990 holding.
Cassady Schiller Wealth Management first reported a position in Telefonica in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Telefonica position peaked at $1K in Q4 2021.
243 funds tracked by Wall St. Rank held Telefonica as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.