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Balentine LLC’s Telus TU Stock Holding History

Balentine LLC’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
-12,750
Closed -$204K – 542
2024
Q1 		$204K Sell
12,750
-987
-7% -$17.3K 0.01% 472
2023
Q4 		$246K Buy
13,737
+2,176
+19% +$37.6K 0.01% 441
2023
Q3 		$190K Buy
+11,561
New +$204K 0.01% 463
2022
Q4 		– Sell
-10,245
Closed -$205K – 702
2022
Q3 		$205K Buy
+10,245
New +$229K 0.01% 485
2020
Q3 		– Sell
-1,017
Closed -$17K – 795
2020
Q2 		$17K Buy
1,017
+373
+58% +$6.21K ﹤0.01% 431
2020
Q1 		$10K Buy
644
+166
+35% +$3.07K ﹤0.01% 376
2019
Q4 		$9K Hold
478
– – ﹤0.01% 367
2019
Q3 		$9K Hold
478
– – ﹤0.01% 377
2019
Q2 		$9K Hold
478
– – ﹤0.01% 342
2019
Q1 		$9K Hold
478
– – ﹤0.01% 275
2018
Q4 		$8K Buy
478
+134
+39% +$2.33K ﹤0.01% 268
2018
Q3 		$6K Buy
+344
New +$6.3K ﹤0.01% 324

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Balentine LLC's TU Position: Q2 2024 in Review

Balentine LLC sold out of Telus (TU) in Q2 2024, closing a stake of 12,750 shares — an estimated $204K sold.

Balentine LLC first reported a position in TU in Q3 2018 and held it in 12 quarters. The position peaked at $246K in Q4 2023. 305 funds tracked by Wall St. Rank hold TU as of Q2 2024.

  • Balentine LLC reported no remaining Telus position as of Q2 2024 after selling out during the quarter.
  • Balentine LLC sold 12,750 Telus shares in Q2 2024, an estimated $204K.
  • Balentine LLC first reported a position in Telus in Q3 2018 and held it in 12 quarters.
  • Balentine LLC's Telus position peaked at $246K in Q4 2023.
  • 305 funds tracked by Wall St. Rank held Telus as of Q2 2024.

Based on Balentine LLC's 13F filing for Q2 2024, filed 7 Aug 2024.