KPW
TEF

Kore Private Wealth’s Telefonica TEF Stock Holding History

Kore Private Wealth’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
2021
Q4 		– Sell
-35,731
Closed -$157K – 442
2021
Q3 		$157K Buy
35,731
+14,670
+70% +$65.2K 0.02% 432
2021
Q2 		$92K Sell
21,061
-8,425
-29% -$36.5K 0.01% 411
2021
Q1 		$119K Buy
29,486
+9,682
+49% +$39.4K 0.02% 354
2020
Q4 		$71K Buy
+19,804
New +$66.9K 0.01% 330
2020
Q3 		– Sell
-503
Closed -$2K – 991
2020
Q2 		$2K Sell
503
-5,060
-91% -$19.6K ﹤0.01% 1054
2020
Q1 		$21K Buy
+5,563
New +$27.5K 0.01% 585

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Kore Private Wealth's TEF Position: Q4 2021 in Review

Kore Private Wealth sold out of Telefonica (TEF) in Q4 2021, closing a stake of 35,731 shares — an estimated $157K sold.

Kore Private Wealth first reported a position in TEF in Q1 2020 and held it in 6 quarters. The position peaked at $157K in Q3 2021. 224 funds tracked by Wall St. Rank hold TEF as of Q4 2021.

  • Kore Private Wealth reported no remaining Telefonica position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 35,731 Telefonica shares in Q4 2021, an estimated $157K.
  • Kore Private Wealth first reported a position in Telefonica in Q1 2020 and held it in 6 quarters.
  • Kore Private Wealth's Telefonica position peaked at $157K in Q3 2021.
  • 224 funds tracked by Wall St. Rank held Telefonica as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.