DOA
TEF

D'Orazio & Associates’s Telefonica TEF Stock Holding History

D'Orazio & 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
2024
Q4 		– Sell
-10,932
Closed -$53.1K – 264
2024
Q3 		$53.1K Hold
10,932
– – 0.01% 245
2024
Q2 		$46K Buy
10,932
+710
+7% +$3.14K 0.01% 217
2024
Q1 		$45.1K Sell
10,222
-923
-8% -$3.79K 0.01% 201
2023
Q4 		$43.5K Buy
+11,145
New +$44.8K 0.01% 184
2021
Q4 		– Sell
-1,716
Closed -$8K – 632
2021
Q3 		$8K Buy
+1,716
New +$7.63K ﹤0.01% 582

Other funds holding TEF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

D'Orazio & Associates's TEF Position: Q4 2024 in Review

D'Orazio & Associates sold out of Telefonica (TEF) in Q4 2024, closing a stake of 10,932 shares — an estimated $53.1K sold.

D'Orazio & Associates first reported a position in TEF in Q3 2021 and held it in 5 quarters. The position peaked at $53.1K in Q3 2024. 243 funds tracked by Wall St. Rank hold TEF as of Q4 2024.

  • D'Orazio & Associates reported no remaining Telefonica position as of Q4 2024 after selling out during the quarter.
  • D'Orazio & Associates sold 10,932 Telefonica shares in Q4 2024, an estimated $53.1K.
  • D'Orazio & Associates first reported a position in Telefonica in Q3 2021 and held it in 5 quarters.
  • D'Orazio & Associates's Telefonica position peaked at $53.1K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Telefonica as of Q4 2024.

Based on D'Orazio & Associates's 13F filing for Q4 2024, filed 28 Jan 2025.