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Capital Performance Advisors’s Telus TU Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-800
Closed -$13.4K – 2506
2024
Q3 		$13.4K Buy
+800
New +$12.9K ﹤0.01% 725

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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Capital Performance Advisors's TU Position: Q4 2024 in Review

Capital Performance Advisors sold out of Telus (TU) in Q4 2024, closing a stake of 800 shares — an estimated $13.4K sold.

Capital Performance Advisors first reported a position in TU in Q3 2024 and held it in 1 quarter. The position peaked at $13.4K in Q3 2024. 290 funds tracked by Wall St. Rank hold TU as of Q4 2024.

  • Capital Performance Advisors reported no remaining Telus position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 800 Telus shares in Q4 2024, an estimated $13.4K.
  • Capital Performance Advisors first reported a position in Telus in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Telus position peaked at $13.4K in Q3 2024.
  • 290 funds tracked by Wall St. Rank held Telus as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.