TSWM
TEF

Tyler-Stone Wealth Management’s Telefonica TEF Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-654
Closed -$2.75K – 878
2024
Q2 		$2.75K Hold
654
– – ﹤0.01% 823
2024
Q1 		$2.88K Hold
654
– – ﹤0.01% 811
2023
Q4 		$2.55K Hold
654
– – ﹤0.01% 791
2023
Q3 		$3K Hold
654
– – ﹤0.01% 787
2023
Q2 		$3K Buy
+654
New +$2.77K ﹤0.01% 780
2022
Q4 		$2K Hold
654
– – ﹤0.01% 769
2022
Q3 		$2K Hold
654
– – ﹤0.01% 766
2022
Q2 		$3K Hold
654
– – ﹤0.01% 734
2022
Q1 		$3K Hold
654
– – ﹤0.01% 733
2021
Q4 		$3K Buy
+654
New +$2.73K ﹤0.01% 772

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Tyler-Stone Wealth Management's TEF Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Telefonica (TEF) in Q3 2024, closing a stake of 654 shares — an estimated $2.75K sold.

Tyler-Stone Wealth Management first reported a position in TEF in Q4 2021 and held it in 10 quarters. The position peaked at $3K in Q3 2023. 245 funds tracked by Wall St. Rank hold TEF as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Telefonica position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 654 Telefonica shares in Q3 2024, an estimated $2.75K.
  • Tyler-Stone Wealth Management first reported a position in Telefonica in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Telefonica position peaked at $3K in Q3 2023.
  • 245 funds tracked by Wall St. Rank held Telefonica as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.