SIS
TEF

Sound Income Strategies’s Telefonica TEF Stock Holding History

Sound Income Strategies’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
-496
Closed -$2.41K – 1547
2024
Q3 		$2.41K Buy
+496
New +$2.25K ﹤0.01% 1096
2023
Q4 		– Sell
-10,000
Closed -$40.7K – 1393
2023
Q3 		$40.7K Buy
+10,000
New +$40.5K ﹤0.01% 325

Other funds holding TEF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Sound Income Strategies's TEF Position: Q4 2024 in Review

Sound Income Strategies sold out of Telefonica (TEF) in Q4 2024, closing a stake of 496 shares — an estimated $2.41K sold.

Sound Income Strategies first reported a position in TEF in Q3 2023 and held it in 2 quarters. The position peaked at $40.7K in Q3 2023. 243 funds tracked by Wall St. Rank hold TEF as of Q4 2024.

  • Sound Income Strategies reported no remaining Telefonica position as of Q4 2024 after selling out during the quarter.
  • Sound Income Strategies sold 496 Telefonica shares in Q4 2024, an estimated $2.41K.
  • Sound Income Strategies first reported a position in Telefonica in Q3 2023 and held it in 2 quarters.
  • Sound Income Strategies's Telefonica position peaked at $40.7K in Q3 2023.
  • 243 funds tracked by Wall St. Rank held Telefonica as of Q4 2024.

Based on Sound Income Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.