IFAM
TEF

Institutional & Family Asset Management’s Telefonica TEF Stock Holding History

Institutional & Family Asset 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
2023
Q1 		– Sell
-4,008
Closed -$14.3K – 756
2022
Q4 		$14.3K Hold
4,008
– – ﹤0.01% 339
2022
Q3 		$13K Hold
4,008
– – ﹤0.01% 361
2022
Q2 		$21K Sell
4,008
-129
-3% -$631 ﹤0.01% 310
2022
Q1 		$19K Hold
4,137
– – ﹤0.01% 362
2021
Q4 		$17K Sell
4,137
-159
-4% -$664 ﹤0.01% 391
2021
Q3 		$19K Hold
4,296
– – ﹤0.01% 463
2021
Q2 		$19K Buy
+4,296
New +$18.6K ﹤0.01% 491

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 $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Institutional & Family Asset Management's TEF Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of Telefonica (TEF) in Q1 2023, closing a stake of 4,008 shares — an estimated $14.3K sold.

Institutional & Family Asset Management first reported a position in TEF in Q2 2021 and held it in 7 quarters. The position peaked at $21K in Q2 2022. 198 funds tracked by Wall St. Rank hold TEF as of Q1 2023.

  • Institutional & Family Asset Management reported no remaining Telefonica position as of Q1 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4,008 Telefonica shares in Q1 2023, an estimated $14.3K.
  • Institutional & Family Asset Management first reported a position in Telefonica in Q2 2021 and held it in 7 quarters.
  • Institutional & Family Asset Management's Telefonica position peaked at $21K in Q2 2022.
  • 198 funds tracked by Wall St. Rank held Telefonica as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.