LFA
TEF

Legacy Financial Advisors’s Telefonica TEF Stock Holding History

Legacy Financial Advisors’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
Q4 		– Sell
-30,300
Closed -$147K – 367
2024
Q3 		$147K Buy
30,300
+10,047
+50% +$45.7K 0.02% 352
2024
Q2 		$85.3K Buy
+20,253
New +$89.5K 0.02% 329
2019
Q2 		– Sell
-4,436
Closed -$30K – 815
2019
Q1 		$30K Buy
4,436
+806
+22% +$5.64K 0.01% 376
2018
Q4 		$25K Buy
3,630
+1,650
+83% +$11.2K 0.01% 366
2018
Q3 		$12K Buy
1,980
+1,449
+273% +$9.91K ﹤0.01% 479
2018
Q2 		$4K Sell
531
-2,437
-82% -$18.6K ﹤0.01% 748
2018
Q1 		$24K Buy
2,968
+1,661
+127% +$13.2K 0.01% 344
2017
Q4 		$10K Buy
+1,307
New +$10.7K ﹤0.01% 485

Other funds holding TEF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Legacy Financial Advisors's TEF Position: Q4 2024 in Review

Legacy Financial Advisors sold out of Telefonica (TEF) in Q4 2024, closing a stake of 30,300 shares — an estimated $147K sold.

Legacy Financial Advisors first reported a position in TEF in Q4 2017 and held it in 8 quarters. The position peaked at $147K in Q3 2024. 243 funds tracked by Wall St. Rank hold TEF as of Q4 2024.

  • Legacy Financial Advisors reported no remaining Telefonica position as of Q4 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 30,300 Telefonica shares in Q4 2024, an estimated $147K.
  • Legacy Financial Advisors first reported a position in Telefonica in Q4 2017 and held it in 8 quarters.
  • Legacy Financial Advisors's Telefonica position peaked at $147K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Telefonica as of Q4 2024.

Based on Legacy Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.