WealthPLAN Partners’s Telefonica TEF Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-465	Closed	-$1.87K	–	1077
2023 Q2	$1.87K	Hold	465	–	–	﹤0.01%	1086
2023 Q1	$1.99K	Buy	+465	New	+$1.84K	﹤0.01%	1130

Other funds holding TEF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthPLAN Partners's TEF Position: Q3 2023 in Review

WealthPLAN Partners sold out of Telefonica (TEF) in Q3 2023, closing a stake of 465 shares — an estimated $1.87K sold.

WealthPLAN Partners first reported a position in TEF in Q1 2023 and held it in 2 quarters. The position peaked at $1.99K in Q1 2023. 201 funds tracked by Wall St. Rank hold TEF as of Q3 2023.

WealthPLAN Partners reported no remaining Telefonica position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 465 Telefonica shares in Q3 2023, an estimated $1.87K.
WealthPLAN Partners first reported a position in Telefonica in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Telefonica position peaked at $1.99K in Q1 2023.
201 funds tracked by Wall St. Rank held Telefonica as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.