Accel Wealth Management’s Telus TU Stock Holding History

Accel Wealth Management’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 Q2	–	Sell	-162	Closed	-$3.23K	–	810
2023 Q1	$3.23K	Buy	162 +2	+1%	+$41	﹤0.01%	1051
2022 Q4	$3.1K	Hold	160	–	–	﹤0.01%	866
2022 Q3	$3K	Buy	160 +2	+1%	+$45	﹤0.01%	911
2022 Q2	$3K	Buy	158 +3	+2%	+$74	﹤0.01%	874
2022 Q1	$4K	Buy	155 +2	+1%	+$49	﹤0.01%	838
2021 Q4	$4K	Buy	153 +1	+0.7%	+$23	﹤0.01%	847
2021 Q3	$3K	Buy	152 +2	+1%	+$45	﹤0.01%	786
2021 Q2	$3K	Buy	+150	New	+$3.25K	﹤0.01%	846

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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

Accel Wealth Management's TU Position: Q2 2023 in Review

Accel Wealth Management sold out of Telus (TU) in Q2 2023, closing a stake of 162 shares — an estimated $3.23K sold.

Accel Wealth Management first reported a position in TU in Q2 2021 and held it in 8 quarters. The position peaked at $4K in Q1 2022. 304 funds tracked by Wall St. Rank hold TU as of Q2 2023.

Accel Wealth Management reported no remaining Telus position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 162 Telus shares in Q2 2023, an estimated $3.23K.
Accel Wealth Management first reported a position in Telus in Q2 2021 and held it in 8 quarters.
Accel Wealth Management's Telus position peaked at $4K in Q1 2022.
304 funds tracked by Wall St. Rank held Telus as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.