SIA
TEF

Schechter Investment Advisors’s Telefonica TEF Stock Holding History

Schechter Investment 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
Q1 		– Sell
-10,143
Closed -$39.6K – 697
2023
Q4 		$39.6K Sell
10,143
-345
-3% -$1.39K ﹤0.01% 594
2023
Q3 		$42.7K Sell
10,488
-2,925
-22% -$11.8K ﹤0.01% 580
2023
Q2 		$54.1K Buy
+13,413
New +$56.9K ﹤0.01% 618
2022
Q4 		– Sell
-16,370
Closed -$53K – 891
2022
Q3 		$53K Buy
16,370
+3,702
+29% +$15.7K 0.01% 918
2022
Q2 		$65K Buy
12,668
+303
+2% +$1.48K 0.01% 922
2022
Q1 		$57K Sell
12,365
-4,476
-27% -$19.9K 0.01% 909
2021
Q4 		$69K Buy
+16,841
New +$70.3K 0.01% 854

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
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Schechter Investment Advisors's TEF Position: Q1 2024 in Review

Schechter Investment Advisors sold out of Telefonica (TEF) in Q1 2024, closing a stake of 10,143 shares — an estimated $39.6K sold.

Schechter Investment Advisors first reported a position in TEF in Q4 2021 and held it in 7 quarters. The position peaked at $69K in Q4 2021. 230 funds tracked by Wall St. Rank hold TEF as of Q1 2024.

  • Schechter Investment Advisors reported no remaining Telefonica position as of Q1 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 10,143 Telefonica shares in Q1 2024, an estimated $39.6K.
  • Schechter Investment Advisors first reported a position in Telefonica in Q4 2021 and held it in 7 quarters.
  • Schechter Investment Advisors's Telefonica position peaked at $69K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held Telefonica as of Q1 2024.

Based on Schechter Investment Advisors's 13F filing for Q1 2024, filed 6 May 2024.