Castle Financial & Retirement Planning Associates’s Telefonica TEF Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$1K	Buy	+140	New	+$585	﹤0.01%	198

Other funds holding TEF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's TEF Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Telefonica (TEF) in Q4 2021: 140 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #198 among its holdings.

224 funds tracked by Wall St. Rank hold TEF as of Q4 2021.

Castle Financial & Retirement Planning Associates held 140 shares of Telefonica worth $1K as of Q4 2021.
Telefonica was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Telefonica made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #198 holding.
224 funds tracked by Wall St. Rank held Telefonica as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.