DWM
TEF

Dorchester Wealth Management’s Telefonica TEF Stock Holding History

Dorchester 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 		$44K Hold
10,954
– – 0.01% 144
2024
Q3 		$53.2K Hold
10,954
– – 0.01% 158
2024
Q2 		$46.1K Hold
10,954
– – 0.01% 158
2024
Q1 		$48.3K Hold
10,954
– – 0.01% 163
2023
Q4 		$42.7K Hold
10,954
– – 0.01% 157
2023
Q3 		$44.6K Hold
10,954
– – 0.01% 149
2023
Q2 		$44.1K Hold
10,954
– – 0.01% 147
2023
Q1 		$46.9K Hold
10,954
– – 0.01% 150
2022
Q4 		$39.1K Hold
10,954
– – 0.01% 141
2022
Q3 		$35K Hold
10,954
– – 0.01% 153
2022
Q2 		$56K Sell
10,954
-353
-3% -$1.73K 0.01% 154
2022
Q1 		$66K Hold
11,307
– – 0.01% 158
2021
Q4 		$46K Sell
11,307
-1
-0% -$4 0.01% 145
2021
Q3 		$50K Buy
11,308
+588
+5% +$2.61K 0.01% 144
2021
Q2 		$47K Sell
10,720
-1,654
-13% -$7.16K 0.01% 151
2021
Q1 		$50K Sell
12,374
-1,694
-12% -$6.9K 0.01% 142
2020
Q4 		$50K Sell
14,068
-2,638
-16% -$8.92K 0.01% 144
2020
Q3 		$48K Buy
16,706
+667
+4% +$2.35K 0.01% 131
2020
Q2 		$65K Buy
+16,039
New +$62.1K 0.02% 129

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

Dorchester Wealth Management's TEF Position: Q4 2024 in Review

Dorchester Wealth Management held its Telefonica (TEF) position steady in Q4 2024 at 10,954 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #144.

Dorchester Wealth Management first reported a position in TEF in Q2 2020 and has held it in 19 quarters since. The position peaked at $66K in Q1 2022. 243 funds tracked by Wall St. Rank hold TEF as of Q4 2024.

  • Dorchester Wealth Management held 10,954 shares of Telefonica worth $44K as of Q4 2024.
  • Dorchester Wealth Management left its Telefonica share count unchanged in Q4 2024.
  • Telefonica made up 0.01% of Dorchester Wealth Management's portfolio in Q4 2024, its #144 holding.
  • Dorchester Wealth Management first reported a position in Telefonica in Q2 2020 and has held it in 19 quarters since.
  • Dorchester Wealth Management's Telefonica position peaked at $66K in Q1 2022.
  • 243 funds tracked by Wall St. Rank held Telefonica as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.