Arkadios Wealth Advisors’s Telus TU Stock Holding History

Arkadios 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
2021 Q3	–	Sell	-967	Closed	-$21K	–	2057
2021 Q2	$21K	Buy	967 +6	+0.6%	+$130	﹤0.01%	1269
2021 Q1	$19K	Buy	961 +325	+51%	+$6.75K	﹤0.01%	990
2020 Q4	$12K	Sell	636 -36	-5%	-$678	﹤0.01%	913
2020 Q3	$12.2K	Sell	672 -15	-2%	-$266	0.01%	706
2020 Q2	$11.7K	Sell	687 -151	-18%	-$2.51K	0.01%	654
2020 Q1	$13.2K	Sell	838 -88	-10%	-$1.63K	0.01%	569
2019 Q4	$19K	Buy	+926	New	+$17.2K	0.01%	465

Other funds holding TU

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

Arkadios Wealth Advisors's TU Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Telus (TU) in Q3 2021, closing a stake of 967 shares — an estimated $21K sold.

Arkadios Wealth Advisors first reported a position in TU in Q4 2019 and held it in 7 quarters. The position peaked at $21K in Q2 2021. 289 funds tracked by Wall St. Rank hold TU as of Q3 2021.

Arkadios Wealth Advisors reported no remaining Telus position as of Q3 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 967 Telus shares in Q3 2021, an estimated $21K.
Arkadios Wealth Advisors first reported a position in Telus in Q4 2019 and held it in 7 quarters.
Arkadios Wealth Advisors's Telus position peaked at $21K in Q2 2021.
289 funds tracked by Wall St. Rank held Telus as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.