Avantax Advisory Services’s Telus TU Stock Holding History

Avantax Advisory Services’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
2024 Q2	–	Sell	-37,796	Closed	-$605K	–	2137
2024 Q1	$605K	Buy	37,796 +545	+1%	+$9.53K	0.01%	952
2023 Q4	$663K	Sell	37,251 -3,413	-8%	-$59K	0.01%	866
2023 Q3	$664K	Buy	40,664 +8,149	+25%	+$144K	0.01%	831
2023 Q2	$633K	Sell	32,515 -2,088	-6%	-$42K	0.01%	855
2023 Q1	$687K	Buy	34,603 +4,786	+16%	+$97.3K	0.01%	790
2022 Q4	$576K	Buy	29,817 +2,488	+9%	+$51.4K	0.01%	803
2022 Q3	$543K	Buy	27,329 +8,853	+48%	+$198K	0.01%	736
2022 Q2	$412K	Buy	+18,476	New	+$457K	0.01%	861
2022 Q1	–	Sell	-19,955	Closed	-$470K	–	1361
2021 Q4	$470K	Buy	+19,955	New	+$456K	0.01%	784
2021 Q3	–	Sell	-29,615	Closed	-$666K	–	1228
2021 Q2	$666K	Buy	+29,615	New	+$642K	0.01%	593

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

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Avantax Advisory Services's TU Position: Q2 2024 in Review

Avantax Advisory Services sold out of Telus (TU) in Q2 2024, closing a stake of 37,796 shares — an estimated $605K sold.

Avantax Advisory Services first reported a position in TU in Q2 2021 and held it in 10 quarters. The position peaked at $687K in Q1 2023. 305 funds tracked by Wall St. Rank hold TU as of Q2 2024.

Avantax Advisory Services reported no remaining Telus position as of Q2 2024 after selling out during the quarter.
Avantax Advisory Services sold 37,796 Telus shares in Q2 2024, an estimated $605K.
Avantax Advisory Services first reported a position in Telus in Q2 2021 and held it in 10 quarters.
Avantax Advisory Services's Telus position peaked at $687K in Q1 2023.
305 funds tracked by Wall St. Rank held Telus as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.