Evolution Wealth Advisors’s Telefonica TEF Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-5,376	Closed	-$24K	–	574
2021 Q3	$24K	Buy	5,376 +255	+5%	+$1.13K	0.01%	296
2021 Q2	$22K	Sell	5,121 -256	-5%	-$1.11K	﹤0.01%	294
2021 Q1	$22K	Buy	5,377 +283	+6%	+$1.15K	﹤0.01%	283
2020 Q4	$18K	Sell	5,094 -283	-5%	-$957	﹤0.01%	277
2020 Q3	$16K	Buy	+5,377	New	+$18.9K	﹤0.01%	298
2019 Q4	–	Sell	-254	Closed	-$2K	–	696
2019 Q3	$2K	Sell	254 -5,377	-95%	-$32.5K	﹤0.01%	440
2019 Q2	$38K	Buy	+5,631	New	+$37.4K	0.02%	94

Other funds holding TEF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Evolution Wealth Advisors's TEF Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Telefonica (TEF) in Q4 2021, closing a stake of 5,376 shares — an estimated $24K sold.

Evolution Wealth Advisors first reported a position in TEF in Q2 2019 and held it in 7 quarters. The position peaked at $38K in Q2 2019. 224 funds tracked by Wall St. Rank hold TEF as of Q4 2021.

Evolution Wealth Advisors reported no remaining Telefonica position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 5,376 Telefonica shares in Q4 2021, an estimated $24K.
Evolution Wealth Advisors first reported a position in Telefonica in Q2 2019 and held it in 7 quarters.
Evolution Wealth Advisors's Telefonica position peaked at $38K in Q2 2019.
224 funds tracked by Wall St. Rank held Telefonica as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.