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Dorchester Wealth Management’s Telus TU Stock Holding History

Dorchester Wealth 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
2024
Q4 		$2.61M Buy
192,634
+17,472
+10% +$269K 0.52% 45
2024
Q3 		$2.94M Sell
175,162
-11,534
-6% -$186K 0.54% 47
2024
Q2 		$2.82M Sell
186,696
-11,875
-6% -$191K 0.55% 50
2024
Q1 		$3.18M Sell
198,571
-8,075
-4% -$141K 0.57% 48
2023
Q4 		$3.68M Sell
206,646
-600
-0.3% -$10.4K 0.68% 45
2023
Q3 		$3.4M Sell
207,246
-16,815
-8% -$296K 0.69% 46
2023
Q2 		$4.36M Sell
224,061
-3,960
-2% -$79.7K 0.89% 39
2023
Q1 		$4.52M Buy
228,021
+8,278
+4% +$168K 0.93% 38
2022
Q4 		$4.24M Sell
219,743
-15,522
-7% -$321K 1% 36
2022
Q3 		$4.67M Buy
235,265
+685
+0.3% +$15.3K 1.03% 37
2022
Q2 		$5.22M Buy
234,580
+6,187
+3% +$153K 1.04% 35
2022
Q1 		$5.97M Buy
228,393
+715
+0.3% +$17.7K 0.96% 40
2021
Q4 		$5.35M Sell
227,678
-6,560
-3% -$150K 1.06% 33
2021
Q3 		$5.11M Buy
234,238
+8,121
+4% +$183K 1.26% 32
2021
Q2 		$5.07M Sell
226,117
-14,600
-6% -$317K 1.16% 33
2021
Q1 		$4.79M Sell
240,717
-1,400
-0.6% -$29.1K 1.19% 30
2020
Q4 		$4.79M Sell
242,117
-4,720
-2% -$88.8K 1.27% 31
2020
Q3 		$4.34M Sell
246,837
-6,721
-3% -$119K 1.34% 31
2020
Q2 		$4.24M Sell
253,558
-6,110
-2% -$102K 1.34% 27
2020
Q1 		$4.07M Sell
259,668
-7,110
-3% -$132K 1.51% 24
2019
Q4 		$5.16M Sell
266,778
-5,096
-2% -$94.4K 1.44% 29
2019
Q3 		$4.84M Sell
271,874
-6,080
-2% -$111K 1.42% 30
2019
Q2 		$5.14M Sell
277,954
-7,932
-3% -$147K 1.52% 25
2019
Q1 		$5.29M Sell
285,886
-2,850
-1% -$50.4K 1.61% 23
2018
Q4 		$4.79M Buy
288,736
+5,200
+2% +$90.5K 1.67% 23
2018
Q3 		$5.21M Buy
283,536
+4,890
+2% +$89.5K 1.62% 23
2018
Q2 		$4.94M Sell
278,646
-6,458
-2% -$114K 1.62% 23
2018
Q1 		$5M Sell
285,104
-9,600
-3% -$175K 1.68% 22
2017
Q4 		$5.59M Sell
294,704
-3,104
-1% -$57.5K 1.77% 18
2017
Q3 		$5.36M Buy
297,808
+792
+0.3% +$14.2K 1.72% 20
2017
Q2 		$5.12M Buy
297,016
+1,210
+0.4% +$20.3K 1.77% 17
2017
Q1 		$4.8M Sell
295,806
-5,038
-2% -$82.6K 1.67% 21
2016
Q4 		$4.79M Sell
300,844
-6,332
-2% -$101K 1.75% 20
2016
Q3 		$5.07M Sell
307,176
-6,900
-2% -$114K 1.89% 18
2016
Q2 		$5.06M Sell
314,076
-1,650
-0.5% -$26.1K 1.88% 16
2016
Q1 		$5.14M Buy
315,726
+8,420
+3% +$121K 1.94% 19
2015
Q4 		$4.25M Sell
307,306
-10,812
-3% -$168K 1.76% 21
2015
Q3 		$5.01M Sell
318,118
-2,550
-0.8% -$42.4K 1.85% 19
2015
Q2 		$5.52M Buy
+320,668
New +$5.5M 1.82% 18

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Vanguard Group
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

Dorchester Wealth Management's TU Position: Q4 2024 in Review

Dorchester Wealth Management increased its Telus (TU) stake by 10% in Q4 2024, buying an estimated $269K and bringing the position to 192,634 shares worth $2.61M. The position accounts for 0.52% of the portfolio, ranked #45.

Dorchester Wealth Management first reported a position in TU in Q2 2015 and has held it in 39 quarters since. The position peaked at $5.97M in Q1 2022. 289 funds tracked by Wall St. Rank hold TU as of Q4 2024.

  • Dorchester Wealth Management held 192,634 shares of Telus worth $2.61M as of Q4 2024.
  • Dorchester Wealth Management bought 17,472 Telus shares in Q4 2024, an estimated $269K.
  • Telus made up 0.52% of Dorchester Wealth Management's portfolio in Q4 2024, its #45 holding.
  • Dorchester Wealth Management first reported a position in Telus in Q2 2015 and has held it in 39 quarters since.
  • Dorchester Wealth Management's Telus position peaked at $5.97M in Q1 2022.
  • 289 funds tracked by Wall St. Rank held Telus as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.