LWM
TEF

Liberty Wealth Management’s Telefonica TEF Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,215
Closed -$5K – 1002
2021
Q3 		$5K Hold
1,215
– – ﹤0.01% 956
2021
Q2 		$5K Sell
1,215
-60
-5% -$260 ﹤0.01% 804
2021
Q1 		$4K Hold
1,275
– – ﹤0.01% 746
2020
Q4 		$4K Sell
1,275
-71
-5% -$240 ﹤0.01% 742
2020
Q3 		$4K Hold
1,346
– – ﹤0.01% 672
2020
Q2 		$5K Sell
1,346
-56
-4% -$217 ﹤0.01% 624
2020
Q1 		$5K Hold
1,402
– – ﹤0.01% 590
2019
Q4 		$8K Hold
1,402
– – 0.01% 597
2019
Q3 		$9K Hold
1,402
– – 0.01% 543
2019
Q2 		$9K Hold
1,402
– – 0.01% 552
2019
Q1 		$9K Hold
1,402
– – 0.01% 458
2018
Q4 		$9K Buy
+1,402
New +$9.48K 0.01% 454

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

Liberty Wealth Management's TEF Position: Q4 2021 in Review

Liberty Wealth Management sold out of Telefonica (TEF) in Q4 2021, closing a stake of 1,215 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in TEF in Q4 2018 and held it in 12 quarters. The position peaked at $9K in Q3 2019. 224 funds tracked by Wall St. Rank hold TEF as of Q4 2021.

  • Liberty Wealth Management reported no remaining Telefonica position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,215 Telefonica shares in Q4 2021, an estimated $5K.
  • Liberty Wealth Management first reported a position in Telefonica in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Telefonica position peaked at $9K in Q3 2019.
  • 224 funds tracked by Wall St. Rank held Telefonica as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.