IWC
TEF

Integrated Wealth Concepts’s Telefonica TEF Stock Holding History

Integrated Wealth Concepts’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
-10,091
Closed -$36K – 1384
2022
Q4 		$36K Buy
+10,091
New +$35.3K ﹤0.01% 1016
2022
Q3 		– Sell
-10,558
Closed -$54K – 1016
2022
Q2 		$54K Buy
+10,558
New +$51.6K ﹤0.01% 956

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
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

Integrated Wealth Concepts's TEF Position: Q1 2023 in Review

Integrated Wealth Concepts sold out of Telefonica (TEF) in Q1 2023, closing a stake of 10,091 shares — an estimated $36K sold.

Integrated Wealth Concepts first reported a position in TEF in Q2 2022 and held it in 2 quarters. The position peaked at $54K in Q2 2022. 198 funds tracked by Wall St. Rank hold TEF as of Q1 2023.

  • Integrated Wealth Concepts reported no remaining Telefonica position as of Q1 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,091 Telefonica shares in Q1 2023, an estimated $36K.
  • Integrated Wealth Concepts first reported a position in Telefonica in Q2 2022 and held it in 2 quarters.
  • Integrated Wealth Concepts's Telefonica position peaked at $54K in Q2 2022.
  • 198 funds tracked by Wall St. Rank held Telefonica as of Q1 2023.

Based on Integrated Wealth Concepts's 13F filing for Q1 2023, filed 3 May 2023.