JWM
TEF

Janiczek Wealth Management’s Telefonica TEF Stock Holding History

Janiczek Wealth 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
2024
Q2 		$4.37K Hold
1,028
– – ﹤0.01% 756
2024
Q1 		$4.53K Hold
1,028
– – ﹤0.01% 775
2023
Q4 		$4.05K Hold
1,028
– – ﹤0.01% 773
2023
Q3 		$4.18K Hold
1,028
– – ﹤0.01% 748
2023
Q2 		$4.18K Hold
1,028
– – ﹤0.01% 680
2023
Q1 		$4.58K Hold
1,028
– – ﹤0.01% 673
2022
Q4 		$4.07K Buy
+1,028
New +$3.59K ﹤0.01% 685

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

Janiczek Wealth Management's TEF Position: Q2 2024 in Review

Janiczek Wealth Management held its Telefonica (TEF) position steady in Q2 2024 at 1,028 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Janiczek Wealth Management first reported a position in TEF in Q4 2022 and has held it in 7 quarters since. The position peaked at $4.58K in Q1 2023. 244 funds tracked by Wall St. Rank hold TEF as of Q2 2024.

  • Janiczek Wealth Management held 1,028 shares of Telefonica worth $4.37K as of Q2 2024.
  • Janiczek Wealth Management left its Telefonica share count unchanged in Q2 2024.
  • Telefonica made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #756 holding.
  • Janiczek Wealth Management first reported a position in Telefonica in Q4 2022 and has held it in 7 quarters since.
  • Janiczek Wealth Management's Telefonica position peaked at $4.58K in Q1 2023.
  • 244 funds tracked by Wall St. Rank held Telefonica as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.