CFGS
TEF

Concourse Financial Group Securities’s Telefonica TEF Stock Holding History

Concourse Financial Group Securities’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 		– Sell
-9,495
Closed -$42.8K – 2339
2024
Q3 		$46.1K Buy
+9,495
New +$43.2K ﹤0.01% 1213
2020
Q2 		– Sell
-106
Closed -$411 – 2248
2020
Q1 		$0 Buy
+106
New +$524 ﹤0.01% 2313

Other funds holding TEF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Concourse Financial Group Securities's TEF Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of Telefonica (TEF) in Q4 2024, closing a stake of 9,495 shares — an estimated $42.8K sold.

Concourse Financial Group Securities first reported a position in TEF in Q1 2020 and held it in 2 quarters. The position peaked at $46.1K in Q3 2024. 243 funds tracked by Wall St. Rank hold TEF as of Q4 2024.

  • Concourse Financial Group Securities reported no remaining Telefonica position as of Q4 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 9,495 Telefonica shares in Q4 2024, an estimated $42.8K.
  • Concourse Financial Group Securities first reported a position in Telefonica in Q1 2020 and held it in 2 quarters.
  • Concourse Financial Group Securities's Telefonica position peaked at $46.1K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Telefonica as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.