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Amplius Wealth Advisors’s Telus TU Stock Holding History

Amplius 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
2022
Q4 		– Sell
-22,113
Closed -$439K – 192
2022
Q3 		$439K Sell
22,113
-618
-3% -$13.8K 0.08% 96
2022
Q2 		$506K Sell
22,731
-1,826
-7% -$45.2K 0.08% 87
2022
Q1 		$641K Sell
24,557
-651
-3% -$16.1K 0.1% 86
2021
Q4 		$594K Buy
+25,208
New +$576K 0.08% 94

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Amplius Wealth Advisors's TU Position: Q4 2022 in Review

Amplius Wealth Advisors sold out of Telus (TU) in Q4 2022, closing a stake of 22,113 shares — an estimated $439K sold.

Amplius Wealth Advisors first reported a position in TU in Q4 2021 and held it in 4 quarters. The position peaked at $641K in Q1 2022. 321 funds tracked by Wall St. Rank hold TU as of Q4 2022.

  • Amplius Wealth Advisors reported no remaining Telus position as of Q4 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 22,113 Telus shares in Q4 2022, an estimated $439K.
  • Amplius Wealth Advisors first reported a position in Telus in Q4 2021 and held it in 4 quarters.
  • Amplius Wealth Advisors's Telus position peaked at $641K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Telus as of Q4 2022.

Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.