EW
TEF

Evoke Wealth’s Telefonica TEF Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-223
Closed -$1K – 1060
2022
Q3 		$1K Hold
223
– – ﹤0.01% 1142
2022
Q2 		$1K Sell
223
-7
-3% -$34 ﹤0.01% 1137
2022
Q1 		$1K Hold
230
– – ﹤0.01% 1130
2021
Q4 		$1K Sell
230
-9
-4% -$38 ﹤0.01% 1148
2021
Q3 		$1K Hold
239
– – ﹤0.01% 1110
2021
Q2 		$1K Sell
239
-12
-5% -$52 ﹤0.01% 1148
2021
Q1 		$1K Hold
251
– – ﹤0.01% 1141
2020
Q4 		$1K Sell
251
-14
-5% -$47 ﹤0.01% 1003
2020
Q3 		$1K Buy
265
+168
+173% +$591 ﹤0.01% 981
2020
Q2 		$0 Sell
97
-32
-25% -$124 ﹤0.01% 1187
2020
Q1 		$475 Buy
+129
New +$638 ﹤0.01% 1019

Other funds holding TEF

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Evoke Wealth's TEF Position: Q4 2022 in Review

Evoke Wealth sold out of Telefonica (TEF) in Q4 2022, closing a stake of 223 shares — an estimated $1K sold.

Evoke Wealth first reported a position in TEF in Q1 2020 and held it in 11 quarters. The position peaked at $1K in Q3 2022. 208 funds tracked by Wall St. Rank hold TEF as of Q4 2022.

  • Evoke Wealth reported no remaining Telefonica position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 223 Telefonica shares in Q4 2022, an estimated $1K.
  • Evoke Wealth first reported a position in Telefonica in Q1 2020 and held it in 11 quarters.
  • Evoke Wealth's Telefonica position peaked at $1K in Q3 2022.
  • 208 funds tracked by Wall St. Rank held Telefonica as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.