MWC
TEF

MBM Wealth Consultants’s Telefonica TEF Stock Holding History

MBM Wealth Consultants’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
2023
Q2 		– Sell
-72
Closed – – 250
2023
Q1 		$0 Hold
72
– – ﹤0.01% 336
2022
Q4 		$1K Hold
72
– – ﹤0.01% 340
2022
Q3 		$0 Hold
72
– – ﹤0.01% 280
2022
Q2 		$0 Sell
72
-2
-3% -$10 ﹤0.01% 309
2022
Q1 		$0 Hold
74
– – ﹤0.01% 321
2021
Q4 		$0 Sell
74
-3
-4% -$13 ﹤0.01% 306
2021
Q3 		$0 Buy
+77
New +$342 ﹤0.01% 296

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

MBM Wealth Consultants's TEF Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Telefonica (TEF) in Q2 2023, closing a stake of 72 shares.

MBM Wealth Consultants first reported a position in TEF in Q3 2021 and held it in 7 quarters. The position peaked at $1K in Q4 2022. 201 funds tracked by Wall St. Rank hold TEF as of Q2 2023.

  • MBM Wealth Consultants reported no remaining Telefonica position as of Q2 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 72 Telefonica shares in Q2 2023.
  • MBM Wealth Consultants first reported a position in Telefonica in Q3 2021 and held it in 7 quarters.
  • MBM Wealth Consultants's Telefonica position peaked at $1K in Q4 2022.
  • 201 funds tracked by Wall St. Rank held Telefonica as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.