Prestige Wealth Management Group’s Telefonica TEF Stock Holding History

Prestige Wealth Management Group’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 Q3	–	Sell	-135	Closed	-$545	–	1089
2023 Q2	$545	Hold	135	–	–	﹤0.01%	976
2023 Q1	$578	Hold	135	–	–	﹤0.01%	957
2022 Q4	$504	Hold	135	–	–	﹤0.01%	1062
2022 Q3	$0	Hold	135	–	–	﹤0.01%	1066
2022 Q2	$1K	Hold	135	–	–	﹤0.01%	929
2022 Q1	$1K	Hold	135	–	–	﹤0.01%	934
2021 Q4	$1K	Sell	135 -1	-0.7%	-$4	﹤0.01%	954
2021 Q3	$1K	Hold	136	–	–	﹤0.01%	941
2021 Q2	$1K	Hold	136	–	–	﹤0.01%	929
2021 Q1	$1K	Hold	136	–	–	﹤0.01%	915
2020 Q4	$0	Sell	136 -1	-0.7%	-$3	﹤0.01%	1030
2020 Q3	$0	Buy	137 +5	+4%	+$18	﹤0.01%	920
2020 Q2	$1K	Sell	132 -5	-4%	-$19	﹤0.01%	845
2020 Q1	$1K	Hold	137	–	–	﹤0.01%	846
2019 Q4	$1K	Hold	137	–	–	﹤0.01%	552
2019 Q3	$1K	Hold	137	–	–	﹤0.01%	562
2019 Q2	$1K	Hold	137	–	–	﹤0.01%	481
2019 Q1	$1K	Sell	137 -104	-43%	-$728	﹤0.01%	477
2018 Q4	$2K	Buy	+241	New	+$1.63K	﹤0.01%	877

Other funds holding TEF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prestige Wealth Management Group's TEF Position: Q3 2023 in Review

Prestige Wealth Management Group sold out of Telefonica (TEF) in Q3 2023, closing a stake of 135 shares — an estimated $545 sold.

Prestige Wealth Management Group first reported a position in TEF in Q4 2018 and held it in 19 quarters. The position peaked at $2K in Q4 2018. 201 funds tracked by Wall St. Rank hold TEF as of Q3 2023.

Prestige Wealth Management Group reported no remaining Telefonica position as of Q3 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 135 Telefonica shares in Q3 2023, an estimated $545.
Prestige Wealth Management Group first reported a position in Telefonica in Q4 2018 and held it in 19 quarters.
Prestige Wealth Management Group's Telefonica position peaked at $2K in Q4 2018.
201 funds tracked by Wall St. Rank held Telefonica as of Q3 2023.

Based on Prestige Wealth Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.