CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Telus TU Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-4,669
Closed -$105K – 3914
2022
Q2 		$105K Buy
4,669
+717
+18% +$17.7K ﹤0.01% 2162
2022
Q1 		$104K Hold
3,952
– – ﹤0.01% 2240
2021
Q4 		$94K Hold
3,952
– – ﹤0.01% 2211
2021
Q3 		$88K Buy
3,952
+752
+24% +$17K ﹤0.01% 2178
2021
Q2 		$73K Hold
3,200
– – ﹤0.01% 2257
2021
Q1 		$65K Hold
3,200
– – ﹤0.01% 2253
2020
Q4 		$64K Hold
3,200
– – ﹤0.01% 1719
2020
Q3 		$56K Hold
3,200
– – ﹤0.01% 1591
2020
Q2 		$54K Buy
+3,200
New +$53.2K ﹤0.01% 1601

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CAPTRUST Financial Advisors's TU Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Telus (TU) in Q3 2022, closing a stake of 4,669 shares — an estimated $105K sold.

CAPTRUST Financial Advisors first reported a position in TU in Q2 2020 and held it in 9 quarters. The position peaked at $105K in Q2 2022. 314 funds tracked by Wall St. Rank hold TU as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Telus position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 4,669 Telus shares in Q3 2022, an estimated $105K.
  • CAPTRUST Financial Advisors first reported a position in Telus in Q2 2020 and held it in 9 quarters.
  • CAPTRUST Financial Advisors's Telus position peaked at $105K in Q2 2022.
  • 314 funds tracked by Wall St. Rank held Telus as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.