Bogart Wealth LLC’s Telus TU Stock Holding History

Bogart Wealth 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
2023 Q1	–	Sell	-25	Closed	-$483	–	1205
2022 Q4	$483	Buy	+25	New	+$516	﹤0.01%	920

Other funds holding TU

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

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

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

Bogart Wealth LLC's TU Position: Q1 2023 in Review

Bogart Wealth LLC sold out of Telus (TU) in Q1 2023, closing a stake of 25 shares — an estimated $483 sold.

Bogart Wealth LLC first reported a position in TU in Q4 2022 and held it in 1 quarter. The position peaked at $483 in Q4 2022. 310 funds tracked by Wall St. Rank hold TU as of Q1 2023.

Bogart Wealth LLC reported no remaining Telus position as of Q1 2023 after selling out during the quarter.
Bogart Wealth LLC sold 25 Telus shares in Q1 2023, an estimated $483.
Bogart Wealth LLC first reported a position in Telus in Q4 2022 and held it in 1 quarter.
Bogart Wealth LLC's Telus position peaked at $483 in Q4 2022.
310 funds tracked by Wall St. Rank held Telus as of Q1 2023.

Based on Bogart Wealth LLC's 13F filing for Q1 2023, filed 21 Apr 2023.