KAS
TEF

Kestra Advisory Services’s Telefonica TEF Stock Holding History

Kestra Advisory Services’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
-11,403
Closed -$48K – 2735
2024
Q2 		$48K Buy
+11,403
New +$50.4K ﹤0.01% 2562
2023
Q1 		– Sell
-10,223
Closed -$36.5K – 2299
2022
Q4 		$36.5K Sell
10,223
-5,852
-36% -$20.5K ﹤0.01% 2194
2022
Q3 		$52K Buy
16,075
+4,497
+39% +$19.1K ﹤0.01% 2029
2022
Q2 		$59K Buy
+11,578
New +$56.6K ﹤0.01% 2028

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

Kestra Advisory Services's TEF Position: Q3 2024 in Review

Kestra Advisory Services sold out of Telefonica (TEF) in Q3 2024, closing a stake of 11,403 shares — an estimated $48K sold.

Kestra Advisory Services first reported a position in TEF in Q2 2022 and held it in 4 quarters. The position peaked at $59K in Q2 2022. 245 funds tracked by Wall St. Rank hold TEF as of Q3 2024.

  • Kestra Advisory Services reported no remaining Telefonica position as of Q3 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 11,403 Telefonica shares in Q3 2024, an estimated $48K.
  • Kestra Advisory Services first reported a position in Telefonica in Q2 2022 and held it in 4 quarters.
  • Kestra Advisory Services's Telefonica position peaked at $59K in Q2 2022.
  • 245 funds tracked by Wall St. Rank held Telefonica as of Q3 2024.

Based on Kestra Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.