SWM
TEF

Spire Wealth Management’s Telefonica TEF Stock Holding History

Spire Wealth Management’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
-257
Closed -$1.25K – 2519
2024
Q3 		$1.25K Hold
257
– – ﹤0.01% 2070
2024
Q2 		$1.08K Buy
257
+47
+22% +$208 ﹤0.01% 2112
2024
Q1 		$926 Sell
210
-47
-18% -$193 ﹤0.01% 2215
2023
Q4 		$1.06K Buy
257
+110
+75% +$442 ﹤0.01% 2253
2023
Q3 		$598 Buy
+147
New +$595 ﹤0.01% 2333
2022
Q3 		– Sell
-3,197
Closed -$16K – 2576
2022
Q2 		$16K Sell
3,197
-55
-2% -$269 ﹤0.01% 1762
2022
Q1 		$15K Sell
3,252
-47
-1% -$209 ﹤0.01% 1909
2021
Q4 		$14K Sell
3,299
-78
-2% -$326 ﹤0.01% 2256
2021
Q3 		$15K Buy
3,377
+161
+5% +$716 ﹤0.01% 1974
2021
Q2 		$14K Sell
3,216
-209
-6% -$904 ﹤0.01% 2013
2021
Q1 		$14K Buy
+3,425
New +$13.9K ﹤0.01% 2310

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

Spire Wealth Management's TEF Position: Q4 2024 in Review

Spire Wealth Management sold out of Telefonica (TEF) in Q4 2024, closing a stake of 257 shares — an estimated $1.25K sold.

Spire Wealth Management first reported a position in TEF in Q1 2021 and held it in 11 quarters. The position peaked at $16K in Q2 2022. 243 funds tracked by Wall St. Rank hold TEF as of Q4 2024.

  • Spire Wealth Management reported no remaining Telefonica position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 257 Telefonica shares in Q4 2024, an estimated $1.25K.
  • Spire Wealth Management first reported a position in Telefonica in Q1 2021 and held it in 11 quarters.
  • Spire Wealth Management's Telefonica position peaked at $16K in Q2 2022.
  • 243 funds tracked by Wall St. Rank held Telefonica as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.