IPW
TEF

Impact Partnership Wealth’s Telefonica TEF Stock Holding History

Impact Partnership 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
2024
Q2 		– Sell
-616
Closed -$2.72K – 630
2024
Q1 		$2.72K Hold
616
– – ﹤0.01% 553
2023
Q4 		$2.4K Hold
616
– – ﹤0.01% 671
2023
Q3 		$2.51K Buy
+616
New +$2.49K ﹤0.01% 791

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Impact Partnership Wealth's TEF Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Telefonica (TEF) in Q2 2024, closing a stake of 616 shares — an estimated $2.72K sold.

Impact Partnership Wealth first reported a position in TEF in Q3 2023 and held it in 3 quarters. The position peaked at $2.72K in Q1 2024. 244 funds tracked by Wall St. Rank hold TEF as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Telefonica position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 616 Telefonica shares in Q2 2024, an estimated $2.72K.
  • Impact Partnership Wealth first reported a position in Telefonica in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Telefonica position peaked at $2.72K in Q1 2024.
  • 244 funds tracked by Wall St. Rank held Telefonica as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.