Concourse Financial Group Securities’s Telus TU Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-2,375	Closed	-$33.6K	–	1907
2024 Q4	$33.6K	Hold	2,375	–	–	﹤0.01%	1363
2024 Q3	$40.6K	Sell	2,375 -160	-6%	-$2.58K	﹤0.01%	1261
2024 Q2	$39.1K	Sell	2,535 -120	-5%	-$1.93K	﹤0.01%	1283
2024 Q1	$43.3K	Buy	2,655 +565	+27%	+$9.88K	﹤0.01%	1241
2023 Q4	$38K	Hold	2,090	–	–	﹤0.01%	1238
2023 Q3	$34.8K	Buy	2,090 +450	+27%	+$7.93K	﹤0.01%	1225
2023 Q2	$32.4K	Hold	1,640	–	–	﹤0.01%	1251
2023 Q1	$32.9K	Hold	1,640	–	–	﹤0.01%	1267
2022 Q4	$32K	Buy	1,640 +667	+69%	+$13.8K	﹤0.01%	1271
2022 Q3	$20K	Buy	973 +410	+73%	+$9.16K	﹤0.01%	1316
2022 Q2	$13K	Buy	563 +43	+8%	+$1.06K	﹤0.01%	1588
2022 Q1	$14K	Hold	520	–	–	﹤0.01%	1599
2021 Q4	$12K	Hold	520	–	–	﹤0.01%	1820
2021 Q3	$12K	Hold	520	–	–	﹤0.01%	1844
2021 Q2	$12K	Hold	520	–	–	﹤0.01%	1819
2021 Q1	$10K	Buy	520 +120	+30%	+$2.49K	﹤0.01%	1775
2020 Q4	$8K	Buy	+400	New	+$7.53K	﹤0.01%	1762

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Concourse Financial Group Securities's TU Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Telus (TU) in Q1 2025, closing a stake of 2,375 shares — an estimated $33.6K sold.

Concourse Financial Group Securities first reported a position in TU in Q4 2020 and held it in 17 quarters. The position peaked at $43.3K in Q1 2024. 295 funds tracked by Wall St. Rank hold TU as of Q1 2025.

Concourse Financial Group Securities reported no remaining Telus position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 2,375 Telus shares in Q1 2025, an estimated $33.6K.
Concourse Financial Group Securities first reported a position in Telus in Q4 2020 and held it in 17 quarters.
Concourse Financial Group Securities's Telus position peaked at $43.3K in Q1 2024.
295 funds tracked by Wall St. Rank held Telus as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.