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Clearview Wealth Advisors’s Telus TU Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-144
Closed -$2.8K – 596
2023
Q2 		$2.8K Hold
144
– – ﹤0.01% 493
2023
Q1 		$2.86K Hold
144
– – ﹤0.01% 488
2022
Q4 		$2.78K Buy
+144
New +$2.97K ﹤0.01% 455

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

Clearview Wealth Advisors's TU Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Telus (TU) in Q3 2023, closing a stake of 144 shares — an estimated $2.8K sold.

Clearview Wealth Advisors first reported a position in TU in Q4 2022 and held it in 3 quarters. The position peaked at $2.86K in Q1 2023. 306 funds tracked by Wall St. Rank hold TU as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Telus position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 144 Telus shares in Q3 2023, an estimated $2.8K.
  • Clearview Wealth Advisors first reported a position in Telus in Q4 2022 and held it in 3 quarters.
  • Clearview Wealth Advisors's Telus position peaked at $2.86K in Q1 2023.
  • 306 funds tracked by Wall St. Rank held Telus as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.