Financial Advisory Partners’s Telus TU Stock Holding History

Financial Advisory 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
2024 Q1	–	Sell	-223,130	Closed	-$3.97M	–	72
2023 Q4	$3.97M	Sell	223,130 -3,211	-1%	-$55.5K	1.44%	28
2023 Q3	$3.7M	Sell	226,341 -4,779	-2%	-$84.2K	1.49%	28
2023 Q2	$4.5M	Buy	231,120 +5,781	+3%	+$116K	1.73%	13
2023 Q1	$4.48M	Sell	225,339 -955	-0.4%	-$19.4K	1.77%	11
2022 Q4	$4.37M	Sell	226,294 -3,449	-2%	-$71.2K	1.8%	11
2022 Q3	$4.56M	Buy	229,743 +2,729	+1%	+$60.9K	1.99%	7
2022 Q2	$5.06M	Sell	227,014 -2,876	-1%	-$71.1K	2.09%	8
2022 Q1	$6.01M	Sell	229,890 -444	-0.2%	-$11K	2.22%	7
2021 Q4	$5.43M	Buy	+230,334	New	+$5.27M	1.98%	11

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

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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Financial Advisory Partners's TU Position: Q1 2024 in Review

Financial Advisory Partners sold out of Telus (TU) in Q1 2024, closing a stake of 223,130 shares — an estimated $3.97M sold.

Financial Advisory Partners first reported a position in TU in Q4 2021 and held it in 9 quarters. The position peaked at $6.01M in Q1 2022. 318 funds tracked by Wall St. Rank hold TU as of Q1 2024.

Financial Advisory Partners reported no remaining Telus position as of Q1 2024 after selling out during the quarter.
Financial Advisory Partners sold 223,130 Telus shares in Q1 2024, an estimated $3.97M.
Financial Advisory Partners first reported a position in Telus in Q4 2021 and held it in 9 quarters.
Financial Advisory Partners's Telus position peaked at $6.01M in Q1 2022.
318 funds tracked by Wall St. Rank held Telus as of Q1 2024.

Based on Financial Advisory Partners's 13F filing for Q1 2024, filed 17 Apr 2024.