BOK Financial’s Telus TU Stock Holding History

BOK Financial’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 Q4	–	Sell	-288	Closed	-$4.64K	–	1311
2023 Q3	$4.64K	Buy	288 +121	+72%	+$2.13K	﹤0.01%	962
2023 Q2	$3.25K	Hold	167	–	–	﹤0.01%	1005
2023 Q1	$3.32K	Sell	167 -13,502	-99%	-$275K	﹤0.01%	1088
2022 Q4	$264K	Sell	13,669 -791	-5%	-$16.3K	﹤0.01%	787
2022 Q3	$287K	Buy	+14,460	New	+$323K	0.01%	766
2022 Q2	–	Sell	-9,079	Closed	-$237K	–	989
2022 Q1	$237K	Sell	9,079 -124	-1%	-$3.06K	﹤0.01%	889
2021 Q4	$217K	Buy	+9,203	New	+$210K	﹤0.01%	917

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

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

BOK Financial's TU Position: Q4 2023 in Review

BOK Financial sold out of Telus (TU) in Q4 2023, closing a stake of 288 shares — an estimated $4.64K sold.

BOK Financial first reported a position in TU in Q4 2021 and held it in 7 quarters. The position peaked at $287K in Q3 2022. 314 funds tracked by Wall St. Rank hold TU as of Q4 2023.

BOK Financial reported no remaining Telus position as of Q4 2023 after selling out during the quarter.
BOK Financial sold 288 Telus shares in Q4 2023, an estimated $4.64K.
BOK Financial first reported a position in Telus in Q4 2021 and held it in 7 quarters.
BOK Financial's Telus position peaked at $287K in Q3 2022.
314 funds tracked by Wall St. Rank held Telus as of Q4 2023.

Based on BOK Financial's 13F filing for Q4 2023, filed 14 Feb 2024.