Duality Advisers’s Telus TU Stock Holding History

Duality Advisers’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	-21,371	Closed	-$349K	–	746
2023 Q3	$349K	Sell	21,371 -49,674	-70%	-$875K	0.04%	460
2023 Q2	$1.38M	Buy	+71,045	New	+$1.43M	0.17%	225
2023 Q1	–	Sell	-94,888	Closed	-$1.83M	–	770
2022 Q4	$1.83M	Buy	+94,888	New	+$1.96M	0.21%	176
2022 Q3	–	Sell	-192,262	Closed	-$4.28M	–	742
2022 Q2	$4.28M	Buy	192,262 +133,521	+227%	+$3.3M	0.42%	48
2022 Q1	$1.53M	Buy	+58,741	New	+$1.45M	0.16%	226

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Duality Advisers's TU Position: Q4 2023 in Review

Duality Advisers sold out of Telus (TU) in Q4 2023, closing a stake of 21,371 shares — an estimated $349K sold.

Duality Advisers first reported a position in TU in Q1 2022 and held it in 5 quarters. The position peaked at $4.28M in Q2 2022. 314 funds tracked by Wall St. Rank hold TU as of Q4 2023.

Duality Advisers reported no remaining Telus position as of Q4 2023 after selling out during the quarter.
Duality Advisers sold 21,371 Telus shares in Q4 2023, an estimated $349K.
Duality Advisers first reported a position in Telus in Q1 2022 and held it in 5 quarters.
Duality Advisers's Telus position peaked at $4.28M in Q2 2022.
314 funds tracked by Wall St. Rank held Telus as of Q4 2023.

Based on Duality Advisers's 13F filing for Q4 2023, filed 1 Feb 2024.