VFA
TEF

Valeo Financial Advisors’s Telefonica TEF Stock Holding History

Valeo Financial 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
2023
Q4 		– Sell
-14,757
Closed -$60.1K – 717
2023
Q3 		$60.1K Buy
14,757
+2,461
+20% +$9.96K ﹤0.01% 601
2023
Q2 		$49.6K Buy
12,296
+245
+2% +$1.04K ﹤0.01% 574
2023
Q1 		$51.6K Buy
+12,051
New +$47.8K ﹤0.01% 586
2018
Q4 		– Sell
-324
Closed -$2K – 1713
2018
Q3 		$2K Hold
324
– – ﹤0.01% 1516
2018
Q2 		$2K Buy
+324
New +$2.47K ﹤0.01% 1384

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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Valeo Financial Advisors's TEF Position: Q4 2023 in Review

Valeo Financial Advisors sold out of Telefonica (TEF) in Q4 2023, closing a stake of 14,757 shares — an estimated $60.1K sold.

Valeo Financial Advisors first reported a position in TEF in Q2 2018 and held it in 5 quarters. The position peaked at $60.1K in Q3 2023. 230 funds tracked by Wall St. Rank hold TEF as of Q4 2023.

  • Valeo Financial Advisors reported no remaining Telefonica position as of Q4 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 14,757 Telefonica shares in Q4 2023, an estimated $60.1K.
  • Valeo Financial Advisors first reported a position in Telefonica in Q2 2018 and held it in 5 quarters.
  • Valeo Financial Advisors's Telefonica position peaked at $60.1K in Q3 2023.
  • 230 funds tracked by Wall St. Rank held Telefonica as of Q4 2023.

Based on Valeo Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.