KCM
TEF

Kathmere Capital Management’s Telefonica TEF Stock Holding History

Kathmere Capital 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
-14,070
Closed -$59.2K – 396
2024
Q2 		$59.2K Hold
14,070
– – 0.01% 335
2024
Q1 		$62K Sell
14,070
-1,280
-8% -$5.25K 0.01% 312
2023
Q4 		$59.9K Sell
15,350
-607
-4% -$2.44K 0.01% 290
2023
Q3 		$64.9K Buy
+15,957
New +$64.6K 0.01% 263

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

Kathmere Capital Management's TEF Position: Q3 2024 in Review

Kathmere Capital Management sold out of Telefonica (TEF) in Q3 2024, closing a stake of 14,070 shares — an estimated $59.2K sold.

Kathmere Capital Management first reported a position in TEF in Q3 2023 and held it in 4 quarters. The position peaked at $64.9K in Q3 2023. 245 funds tracked by Wall St. Rank hold TEF as of Q3 2024.

  • Kathmere Capital Management reported no remaining Telefonica position as of Q3 2024 after selling out during the quarter.
  • Kathmere Capital Management sold 14,070 Telefonica shares in Q3 2024, an estimated $59.2K.
  • Kathmere Capital Management first reported a position in Telefonica in Q3 2023 and held it in 4 quarters.
  • Kathmere Capital Management's Telefonica position peaked at $64.9K in Q3 2023.
  • 245 funds tracked by Wall St. Rank held Telefonica as of Q3 2024.

Based on Kathmere Capital Management's 13F filing for Q3 2024, filed 15 Oct 2024.