LWA
TEF

Lineweaver Wealth Advisors’s Telefonica TEF Stock Holding History

Lineweaver Wealth 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
2022
Q1 		– Sell
-13,420
Closed -$55K – 145
2021
Q4 		$55K Sell
13,420
-40,411
-75% -$169K 0.02% 132
2021
Q3 		$236K Sell
53,831
-11,675
-18% -$51.9K 0.07% 122
2021
Q2 		$287K Buy
+65,506
New +$283K 0.09% 105

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Lineweaver Wealth Advisors's TEF Position: Q1 2022 in Review

Lineweaver Wealth Advisors sold out of Telefonica (TEF) in Q1 2022, closing a stake of 13,420 shares — an estimated $55K sold.

Lineweaver Wealth Advisors first reported a position in TEF in Q2 2021 and held it in 3 quarters. The position peaked at $287K in Q2 2021. 205 funds tracked by Wall St. Rank hold TEF as of Q1 2022.

  • Lineweaver Wealth Advisors reported no remaining Telefonica position as of Q1 2022 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 13,420 Telefonica shares in Q1 2022, an estimated $55K.
  • Lineweaver Wealth Advisors first reported a position in Telefonica in Q2 2021 and held it in 3 quarters.
  • Lineweaver Wealth Advisors's Telefonica position peaked at $287K in Q2 2021.
  • 205 funds tracked by Wall St. Rank held Telefonica as of Q1 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.