Concord Wealth Partners’s Telus TU Stock Holding History

Concord Wealth Partners’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	-922	Closed	-$15.1K	–	1015
2023 Q3	$15.1K	Hold	922	–	–	﹤0.01%	554
2023 Q2	$17.9K	Hold	922	–	–	﹤0.01%	518
2023 Q1	$18.3K	Hold	922	–	–	0.01%	502
2022 Q4	$17.8K	Buy	+922	New	+$19K	0.01%	541
2022 Q3	–	Sell	-922	Closed	-$21K	–	1072
2022 Q2	$21K	Hold	922	–	–	0.01%	538
2022 Q1	$24K	Hold	922	–	–	0.01%	598
2021 Q4	$22K	Buy	+922	New	+$21.1K	0.01%	627

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

Concord Wealth Partners's TU Position: Q4 2023 in Review

Concord Wealth Partners sold out of Telus (TU) in Q4 2023, closing a stake of 922 shares — an estimated $15.1K sold.

Concord Wealth Partners first reported a position in TU in Q4 2021 and held it in 7 quarters. The position peaked at $24K in Q1 2022. 314 funds tracked by Wall St. Rank hold TU as of Q4 2023.

Concord Wealth Partners reported no remaining Telus position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 922 Telus shares in Q4 2023, an estimated $15.1K.
Concord Wealth Partners first reported a position in Telus in Q4 2021 and held it in 7 quarters.
Concord Wealth Partners's Telus position peaked at $24K in Q1 2022.
314 funds tracked by Wall St. Rank held Telus as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.