180 Wealth Advisors’s Telus TU Stock Holding History

180 Wealth Advisors’s Portfolio TU Stock Details TU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12,197	Closed	-$199K	–	398
2023 Q3	$199K	Buy	12,197 +137	+1%	+$2.41K	0.04%	340
2023 Q2	$237K	Buy	12,060 +148	+1%	+$2.98K	0.05%	299
2023 Q1	$237K	Buy	11,912 +47	+0.4%	+$956	0.06%	304
2022 Q4	$254K	Buy	+11,865	New	+$245K	0.06%	296

Other funds holding TU

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

180 Wealth Advisors's TU Position: Q4 2023 in Review

180 Wealth Advisors sold out of Telus (TU) in Q4 2023, closing a stake of 12,197 shares — an estimated $199K sold.

180 Wealth Advisors first reported a position in TU in Q4 2022 and held it in 4 quarters. The position peaked at $254K in Q4 2022. 314 funds tracked by Wall St. Rank hold TU as of Q4 2023.

180 Wealth Advisors reported no remaining Telus position as of Q4 2023 after selling out during the quarter.
180 Wealth Advisors sold 12,197 Telus shares in Q4 2023, an estimated $199K.
180 Wealth Advisors first reported a position in Telus in Q4 2022 and held it in 4 quarters.
180 Wealth Advisors's Telus position peaked at $254K in Q4 2022.
314 funds tracked by Wall St. Rank held Telus as of Q4 2023.

Based on 180 Wealth Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.