JWM
TEF

Jeppson Wealth Management’s Telefonica TEF Stock Holding History

Jeppson 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
Q3 		– Sell
-10,538
Closed -$44.4K – 214
2024
Q2 		$44.4K Buy
10,538
+200
+2% +$884 0.02% 201
2024
Q1 		$45.6K Buy
+10,338
New +$42.4K 0.02% 206
2023
Q1 		– Sell
-15,838
Closed -$56.5K – 208
2022
Q4 		$56.5K Hold
15,838
– – 0.02% 204
2022
Q3 		$51K Buy
+15,838
New +$67.1K 0.02% 193
2022
Q2 		– Sell
-11,115
Closed -$51K – 200
2022
Q1 		$51K Sell
11,115
-7,027
-39% -$31.3K 0.02% 171
2021
Q4 		$75K Buy
18,142
+6,350
+54% +$26.5K 0.04% 159
2021
Q3 		$51K Buy
+11,792
New +$52.4K 0.03% 155

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jeppson Wealth Management's TEF Position: Q3 2024 in Review

Jeppson Wealth Management sold out of Telefonica (TEF) in Q3 2024, closing a stake of 10,538 shares — an estimated $44.4K sold.

Jeppson Wealth Management first reported a position in TEF in Q3 2021 and held it in 7 quarters. The position peaked at $75K in Q4 2021. 245 funds tracked by Wall St. Rank hold TEF as of Q3 2024.

  • Jeppson Wealth Management reported no remaining Telefonica position as of Q3 2024 after selling out during the quarter.
  • Jeppson Wealth Management sold 10,538 Telefonica shares in Q3 2024, an estimated $44.4K.
  • Jeppson Wealth Management first reported a position in Telefonica in Q3 2021 and held it in 7 quarters.
  • Jeppson Wealth Management's Telefonica position peaked at $75K in Q4 2021.
  • 245 funds tracked by Wall St. Rank held Telefonica as of Q3 2024.

Based on Jeppson Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.