Concorde Asset Management’s Telus TU Stock Holding History

Concorde Asset Management’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 Q1	–	Sell	-122,142	Closed	-$2.36M	–	142
2022 Q4	$2.36M	Buy	122,142 +68,504	+128%	+$1.41M	2.1%	11
2022 Q3	$1.06M	Buy	+53,638	New	+$1.2M	1.19%	22
2022 Q2	–	Sell	-51,626	Closed	-$1.35M	–	163
2022 Q1	$1.35M	Buy	+51,626	New	+$1.28M	0.9%	38
2021 Q3	–	Sell	-72,493	Closed	-$1.63M	–	216
2021 Q2	$1.63M	Buy	72,493 +8,192	+13%	+$178K	0.91%	31
2021 Q1	$1.28M	Buy	+64,301	New	+$1.34M	0.74%	41

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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

Concorde Asset Management's TU Position: Q1 2023 in Review

Concorde Asset Management sold out of Telus (TU) in Q1 2023, closing a stake of 122,142 shares — an estimated $2.36M sold.

Concorde Asset Management first reported a position in TU in Q1 2021 and held it in 5 quarters. The position peaked at $2.36M in Q4 2022. 310 funds tracked by Wall St. Rank hold TU as of Q1 2023.

Concorde Asset Management reported no remaining Telus position as of Q1 2023 after selling out during the quarter.
Concorde Asset Management sold 122,142 Telus shares in Q1 2023, an estimated $2.36M.
Concorde Asset Management first reported a position in Telus in Q1 2021 and held it in 5 quarters.
Concorde Asset Management's Telus position peaked at $2.36M in Q4 2022.
310 funds tracked by Wall St. Rank held Telus as of Q1 2023.

Based on Concorde Asset Management's 13F filing for Q1 2023, filed 9 May 2023.