WBC
TEF

West Branch Capital’s Telefonica TEF Stock Holding History

West Branch Capital’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
Q1 		– Sell
-1,215
Closed -$4.34K – 465
2022
Q4 		$4.34K Hold
1,215
– – ﹤0.01% 360
2022
Q3 		$4K Sell
1,215
-103
-8% -$437 ﹤0.01% 375
2022
Q2 		$7K Buy
1,318
+64
+5% +$313 ﹤0.01% 311
2022
Q1 		$6K Hold
1,254
– – ﹤0.01% 344
2021
Q4 		$5K Sell
1,254
-48
-4% -$200 ﹤0.01% 389
2021
Q3 		$6K Hold
1,302
– – ﹤0.01% 348
2021
Q2 		$6K Buy
+1,302
New +$5.63K ﹤0.01% 362

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

West Branch Capital's TEF Position: Q1 2023 in Review

West Branch Capital sold out of Telefonica (TEF) in Q1 2023, closing a stake of 1,215 shares — an estimated $4.34K sold.

West Branch Capital first reported a position in TEF in Q2 2021 and held it in 7 quarters. The position peaked at $7K in Q2 2022. 198 funds tracked by Wall St. Rank hold TEF as of Q1 2023.

  • West Branch Capital reported no remaining Telefonica position as of Q1 2023 after selling out during the quarter.
  • West Branch Capital sold 1,215 Telefonica shares in Q1 2023, an estimated $4.34K.
  • West Branch Capital first reported a position in Telefonica in Q2 2021 and held it in 7 quarters.
  • West Branch Capital's Telefonica position peaked at $7K in Q2 2022.
  • 198 funds tracked by Wall St. Rank held Telefonica as of Q1 2023.

Based on West Branch Capital's 13F filing for Q1 2023, filed 20 Apr 2023.