SPW
TEF

Sonoma Private Wealth’s Telefonica TEF Stock Holding History

Sonoma Private Wealth’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
2025
Q1 		– Sell
-10,202
Closed -$41K – 85
2024
Q4 		$41K Sell
10,202
-399
-4% -$1.8K 0.07% 80
2024
Q3 		$51.5K Buy
10,601
+375
+4% +$1.7K 0.08% 90
2024
Q2 		$43.1K Buy
+10,226
New +$45.2K 0.07% 87

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Sonoma Private Wealth's TEF Position: Q1 2025 in Review

Sonoma Private Wealth sold out of Telefonica (TEF) in Q1 2025, closing a stake of 10,202 shares — an estimated $41K sold.

Sonoma Private Wealth first reported a position in TEF in Q2 2024 and held it in 3 quarters. The position peaked at $51.5K in Q3 2024. 242 funds tracked by Wall St. Rank hold TEF as of Q1 2025.

  • Sonoma Private Wealth reported no remaining Telefonica position as of Q1 2025 after selling out during the quarter.
  • Sonoma Private Wealth sold 10,202 Telefonica shares in Q1 2025, an estimated $41K.
  • Sonoma Private Wealth first reported a position in Telefonica in Q2 2024 and held it in 3 quarters.
  • Sonoma Private Wealth's Telefonica position peaked at $51.5K in Q3 2024.
  • 242 funds tracked by Wall St. Rank held Telefonica as of Q1 2025.

Based on Sonoma Private Wealth's 13F filing for Q1 2025, filed 15 May 2025.