MWA
TEF

MFA Wealth Advisors’s Telefonica TEF Stock Holding History

MFA 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
2024
Q4 		– Sell
-871
Closed -$4.23K – 353
2024
Q3 		$4.23K Hold
871
– – ﹤0.01% 399
2024
Q2 		$3.67K Buy
+871
New +$3.85K ﹤0.01% 413
2020
Q3 		– Sell
-1,624
Closed -$6.59K – 207
2020
Q2 		$6.59K Buy
+1,624
New +$6.29K ﹤0.01% 188

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

MFA Wealth Advisors's TEF Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Telefonica (TEF) in Q4 2024, closing a stake of 871 shares — an estimated $4.23K sold.

MFA Wealth Advisors first reported a position in TEF in Q2 2020 and held it in 3 quarters. The position peaked at $6.59K in Q2 2020. 243 funds tracked by Wall St. Rank hold TEF as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Telefonica position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 871 Telefonica shares in Q4 2024, an estimated $4.23K.
  • MFA Wealth Advisors first reported a position in Telefonica in Q2 2020 and held it in 3 quarters.
  • MFA Wealth Advisors's Telefonica position peaked at $6.59K in Q2 2020.
  • 243 funds tracked by Wall St. Rank held Telefonica as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.