Center for Financial Planning’s Telefônica Brasil VIV Stock Holding History

Center for Financial Planning’s Portfolio VIV Stock Details VIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-57	Closed	-$468	–	605
2024 Q2	$468	Hold	57	–	–	﹤0.01%	553
2024 Q1	$574	Hold	57	–	–	﹤0.01%	572
2023 Q4	$624	Hold	57	–	–	﹤0.01%	497
2023 Q3	$488	Hold	57	–	–	﹤0.01%	495
2023 Q2	$521	Hold	57	–	–	﹤0.01%	539
2023 Q1	$432	Hold	57	–	–	﹤0.01%	505
2022 Q4	$408	Hold	57	–	–	﹤0.01%	513
2022 Q3	$0	Buy	+57	New	+$482	﹤0.01%	686

Other funds holding VIV

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Center for Financial Planning's VIV Position: Q3 2024 in Review

Center for Financial Planning sold out of Telefônica Brasil (VIV) in Q3 2024, closing a stake of 57 shares — an estimated $468 sold.

Center for Financial Planning first reported a position in VIV in Q3 2022 and held it in 8 quarters. The position peaked at $624 in Q4 2023. 168 funds tracked by Wall St. Rank hold VIV as of Q3 2024.

Center for Financial Planning reported no remaining Telefônica Brasil position as of Q3 2024 after selling out during the quarter.
Center for Financial Planning sold 57 Telefônica Brasil shares in Q3 2024, an estimated $468.
Center for Financial Planning first reported a position in Telefônica Brasil in Q3 2022 and held it in 8 quarters.
Center for Financial Planning's Telefônica Brasil position peaked at $624 in Q4 2023.
168 funds tracked by Wall St. Rank held Telefônica Brasil as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.